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Articles

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Crooked Tree Capital Advisors | Sep 19, 2024

7 Milestones At Age 50 & Above

Retirement

Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important

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Crooked Tree Capital Advisors | Sep 10, 2024

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Crooked Tree Capital Advisors | Sep 3, 2024

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Crooked Tree Capital Advisors | Aug 27, 2024

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Crooked Tree Capital Advisors | Aug 20, 2024

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Crooked Tree Capital Advisors | Aug 13, 2024

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Elderly woman doing yoga in a park
Crooked Tree Capital Advisors | Aug 6, 2024

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Crooked Tree Capital Advisors | Jul 30, 2024

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Crooked Tree Capital Advisors | Jul 23, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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Mother and child working on a laptop together
Crooked Tree Capital Advisors | Jul 16, 2024

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Crooked Tree Capital Advisors | Jul 9, 2024

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Crooked Tree Capital Advisors | Jul 2, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Petoskey, MI  49770

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