Crossroads Financial

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

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
07/13/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
07/10/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

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...

Social Security has been a fact of retirement since 1935; how much do you really know about it?
07/08/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

There are many factors to consider before tapping retirement money to pay for college.
07/06/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
07/03/2026

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.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
07/01/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
06/29/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Is your retirement portfolio subject to “sequence of returns” danger?
06/26/2026

Is your retirement portfolio subject to “sequence of returns” danger?

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

It’s possible to avoid these classic retirement traps, with a little preparation.
06/24/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

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1622 Main Street
Olyphant, PA
18447

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