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

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.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
10/05/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/02/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Have a strategy for discussing healthcare with your parents.
09/30/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
09/28/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

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