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

When you choose to take Social Security might impact your retirement income. Find out how.
09/02/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

Test your estate strategy knowledge with this short quiz.
08/31/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
08/28/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Tax time can be a good time to give your household budget a checkup.
08/26/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
08/24/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new retirement contribution limits from the IRS.

Do you know the difference between a credit lock and a credit freeze?
08/21/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
08/19/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
08/17/2026

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.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
08/14/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Over age 50? You may be able to catch-up on retirement.
08/12/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Address

1622 Main Street
Olyphant, PA
18447

Telephone

+15703823521

Website

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