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Articles

An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Crooked Tree Capital Advisors | Jun 4, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

Read More
Hand holding a bill with a red "Past Due" stamp on it
Crooked Tree Capital Advisors | May 28, 2024

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
Image of a sailboat sailing on a lake, with cloudy weather above.
Crooked Tree Capital Advisors | May 21, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
A calculator and a pen on top of a graph
Crooked Tree Capital Advisors | May 14, 2024

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Crooked Tree Capital Advisors | May 7, 2024

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Man sitting on a park bench and working on a laptop
Crooked Tree Capital Advisors | Apr 30, 2024

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More
Older couple embracing on a boat overlooking a body of water
Crooked Tree Capital Advisors | Apr 23, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
Ten key accounting calculator on a soft yellow desk
Crooked Tree Capital Advisors | Apr 16, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Crooked Tree Capital Advisors | Apr 9, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
Two elderly people sitting on a bench looking at the sea
Crooked Tree Capital Advisors | Apr 2, 2024

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
Man sitting on bench in park
Crooked Tree Capital Advisors | Mar 26, 2024

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
An older man relaxing and laying down in an inner tube on relaxing water.
Crooked Tree Capital Advisors | Mar 19, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More

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Our Office

3280 Woods Way,
Suite #3,
Petoskey, MI  49770

Contact Us

P | 231-348-2516
E | info@crookedtreecapital.com

   

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