Crossbridge Financial Group, LLC

05/19/2026

Retiring in the next 5 years? What you do now can make a real difference:

Review your HSA: If you’re eligible, an HSA can help you save for future healthcare costs with tax advantages.
Test your budget: Try living on your expected retirement income to see what works and where you may need to adjust.
Think through timing: Delaying retirement, even by a few years, could give you more time to save and may increase Social Security benefits.
Learn all 10 moves to consider before your last day on the job: https://bit.ly/4uMmDde

It makes a lot of sense to start assembling a list of things to do before your last day at your job.

05/06/2026

Worried about identity theft? A simple switch could help protect your credit.

Freeze vs. Lock: Both block new applications, but a credit freeze is free and federally protected. A credit lock offers similar protection, often with a fee and added identity theft features.
Set It and Leave It: A freeze stays in place until you lift it, and you can unfreeze quickly when needed.
Bonus Protection: You can also freeze your child's credit to prevent misuse of their information.
Not sure which option is right for you? This breakdown can help you decide: https://bit.ly/4w7lVIQ

Learn how a credit freeze and credit lock restrict access to your credit report, the key differences and when to use each type of preventive measure.

04/27/2026

Grandchildren are one of life’s greatest pleasures. Here are eight ways to help them out financially without sacrificing your retirement savings. See how: https://bit.ly/4c8D8r4

To give your grandkids money without clearing out your 401(k), considering saving for their education, or making them your life insurance beneficiary.

04/07/2026

Your estate plan is too important to leave to just one professional. Most people think hiring a lawyer is enough, but there are more things to consider:

It takes a team: Attorneys handle legal documents, but financial advisors help align your plan with your full financial picture.
Strategy matters: Advisors can guide tax decisions, asset transfers, and long-term wealth planning for your heirs.
Better together: When professionals collaborate, your estate plan is more efficient, coordinated, and effective.
Learn how the right team can help your estate plan work as intended: https://bit.ly/3NT6mDt

Discover how financial advisors protect wealth and guide families in building a lasting legacy.

03/18/2026

That “urgent IRS message” might not be from the IRS at all. Tax season scams are surging, with robocalls, phishing texts, and AI-powered impersonation targeting taxpayers. The IRS won’t call, text, or threaten arrest for payment. Learn the warning signs: https://bit.ly/4siWd1K

NEW YORK (AP) — Robocalls, texts, and phishing emails from scammers are up this tax season compared to previous years, with artificial intelligence likely increasing fraud attempts, according to the consumer protection bureau of the Federal Trade Commission. Consumer advocates and government offic...

03/08/2026

Hesitant to spend your hard-earned retirement savings? Many retirees find it harder than expected to enjoy their nest eggs, despite having the means to do so. Discover three ways to overcome the fear of spending and live a fulfilling retirement: https://bit.ly/41Be09J

Three tips to help retirees spend retirement savings without fear.

02/02/2026

Estate planning mistakes can undo even the best intentions. A clear plan helps protect your assets, spell out medical wishes, and spare loved ones stress. Learn the most common estate planning missteps to avoid and how to get started the right way: https://bit.ly/4bXYVUX

If you've avoided the most common estate planning mistakes, your family will thank you.

01/20/2026

Retirement planning looks different today than it did even a decade ago.
· Healthcare costs are rising
· People are living longer
· Social Security covers less than many expect
Read about shifts in the retirement landscape and how to prepare. https://bit.ly/3LUYErh

01/08/2026

Inheriting an IRA can be both a gift and a challenge. The rules are complex, but knowing the basics can help protect your retirement:

✅ The 10-Year Rule: Most beneficiaries must fully withdraw all funds within 10 years of the original owner's death.
✅ Minimize Taxes: Spreading out withdrawals over the 10-year period can help you manage your tax bracket and reduce your tax burden.
✅ Consult & Communicate: If there are multiple beneficiaries, consider separating the account.

Learn what steps to take when managing an inherited IRA: https://bit.ly/fgufjsuoiklW

Managing inherited IRA distributions can be a tricky proposition. Take the time to learn the process and avoid prohibitive tax penalties.

01/02/2026