Crescent City Retirement Group, LLC

Crescent City Retirement Group, LLC Advisory services are offered through Crescent City Retirement Group, LLC, a Registered Investment Advisor in the state of Louisiana.

At Crescent City Retirement Group, we are an independent, locally owned retirement planning firm dedicated to helping individuals and families build a confident financial future. Insurance products and services are offered through Crescent City Insurance Group, LLC, an affiliated company. Crescent City Retirement Group, LLC and Crescent City Insurance Group, LLC, are not affiliated with or endorse

d by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this newsletter have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.

Worried that inflation may rise in the years ahead? You’re not alone.
07/17/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Could your portfolio benefit from a zero-coupon bond?
07/15/2026

Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
07/13/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

07/12/2026

Master Your Retirement Income Plan 💰

Is Social Security Enough? Building Your Retirement Income Plan | Wealth Builders | Ep. 24

Full Episode: https://youtu.be/JrRRnYsqhBs

07/11/2026

Maximize Your Social Security: The Strategy Difference 💰

Is Social Security Enough? Building Your Retirement Income Plan | Wealth Builders | Ep. 24

Full Episode: https://youtu.be/JrRRnYsqhBs

07/10/2026

Retirement Goals: Reverse Engineer Your Future 🚀

Is Social Security Enough? Building Your Retirement Income Plan | Wealth Builders | Ep. 24

Full Episode: https://youtu.be/JrRRnYsqhBs

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
07/10/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

07/09/2026

Smart Retirement Moves Now! 🚀

Is Social Security Enough? Building Your Retirement Income Plan | Wealth Builders | Ep. 24

Full Episode: https://youtu.be/JrRRnYsqhBs

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
07/08/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Address

3500 North Causeway Boulevard
Metairie, LA
70002

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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