Crossroads Financial Group, LLC

10/31/2024

It’s true, the best laid plans don’t always work out. Can you think of a time when you had to change course in order to succeed?

10/30/2024

A 529 plan can be a great way to save for your child's education, but did you know that only about 30% of college savings are held in 529 accounts? Reach out to learn more about the benefits of 529 plans, as well as other ways you can help pay for college.

10/29/2024

If you want to learn the keys to success, champion athletes offer ideal lessons.

10/28/2024

Is there a potential upside to the lower 2025 Social Security cost-of-living increase? Learn about possible tax benefits.

Could less mean more, when it comes to taxes and the Social Security benefit increase for 2025?

10/25/2024

The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Candriam, joins host Lauren Goodwin to discuss the global implications of any potential policy change.
https://bit.ly/4f3uzPS

04/02/2024

You’re invited!

Come join us for the grand re-opening of OKC New York Life - we're cutting the ribbon, networking and celebrating in style!

02/16/2024

Do any of these words describe you? Be sure to look over the results of New York Life’s recent Wealth Watch Survey and see what people are doing to be more financially resilient in 2024.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

02/14/2024

Congress recently approved another stopgap to avoid a possible government shutdown until March. While a shutdown won’t greatly impact your day-to-day life, it could result in these bothersome disruptions.

Congress passed yet another continuing resolution to keep the government running until March, but a shutdown is still possible if lawmakers can’t agree on funding for key federal programs.

02/13/2024

The Child Tax Credit is a federal tax benefit that gives you a dollar-for-dollar deduction on your tax bill for dependent children under age 17. Take a look at how it works, who qualifies, and how to claim it on your upcoming tax return.

Finally -- the kids are paying off. Find out how the Child Tax Credit works and how to claim it for the 2023 tax season.

02/10/2024

2023 was a great year! So many great things!
Our family grew, we got to take fun trips and I got to hit some new career milestones!

2024 we’ve got bigger goals and with that being said, I’ll be using this page a lot more to share insightful information, be a community resource and grow my practice.

01/20/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.
https://www.eaglestrategies.com/public_files/Marketing-Minute-Education-Funding_-_final.pdf

01/19/2023

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.
https://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf