Crossroads Financial

Call Directions Website Contact the business

Crossroads Financial Retirement income planner focusing on Social Security. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Investment advice offered through Advantage Investment Management (AIM), a registered investment advisor. AIM and Crossroads Financial are separate entities from LPL Financial. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, FL, MD, NC, NY, OH, PA

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
10/26/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
10/23/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
10/21/2026

Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.

Understanding the economy's cycles can help put current business conditions in better perspective.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/19/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
10/16/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
10/14/2026

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.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
10/12/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

What would happen to your loved ones if you were gone? Make financial preparations today.
10/09/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

A few strategies that may help you maximize your Social Security income.
10/07/2026

A few strategies that may help you maximize your Social Security income.

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Address

1622 Main Street
Olyphant, PA
18447

Telephone

+15703823521

Website

Alerts

Be the first to know and let us send you an email when Crossroads Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Crossroads Financial:

Shortcuts

Share

Category