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

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
06/03/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
06/01/2026

Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
05/29/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Do your kids have the right stuff for college?
05/27/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
05/25/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

With great wealth comes even greater questions. Learn more in our article.
05/22/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Does your business have a retirement strategy that fits your short, long-term needs?
05/20/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
05/18/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

The key to healthcare in retirement might be a patchwork of different choices.
05/15/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

It isn't whether you should have auto insurance - it's what kind you should have.
05/13/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

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1622 Main Street
Olyphant, PA
18447

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