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.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
09/02/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/31/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

08/30/2026

Why Smart People Still Fall for Scams

The Scam Defense Guide AI Deep Fakes and Fraud Prevention | Wealth Builders | Ep. 26

Full Episode: https://bit.ly/4gqDs7Q

08/29/2026

The One Thing Scammers Don’t Want You to Do

The Scam Defense Guide AI Deep Fakes and Fraud Prevention | Wealth Builders | Ep. 26

Full Episode: https://bit.ly/4gqDs7Q

08/28/2026

Why Scammers Want You to Act Before You Think

The Scam Defense Guide AI Deep Fakes and Fraud Prevention | Wealth Builders | Ep. 26

Full Episode: https://bit.ly/4gqDs7Q

Consider a bucket plan to go with your bucket list.
08/28/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

08/27/2026

How One Fake Antivirus Email Led to a $20,000 Loss

The Scam Defense Guide AI Deep Fakes and Fraud Prevention | Wealth Builders | Ep. 26

Full Episode: https://bit.ly/4gqDs7Q

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!
08/26/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

An article explaining 530A Accounts.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
08/24/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
08/21/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

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

Website

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