Crossroads Financial Advisors
  • Home
  • Our Team
  • News & Resources
    • Economic Updates
  • Blog
  • Contact
  • Login
    • CIRStatements
    • CLIC Advisor
    • Pershing
Select Page

Choosing a Retirement Plan that Fits Your Business

by lportee53 | Mar 11, 2026 | Retirement

To choose a plan, it’s important to ask yourself four key questions.

Choices for Your 401(k) at a Former Employer

by lportee53 | Jan 28, 2026 | Retirement

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Retirement Plan Choices for Small Businesses

by lportee53 | Jan 14, 2026 | Retirement

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Can I Create a Roth if I’m Over the Income Limit?

by lportee53 | Dec 11, 2025 | Retirement

Use this article to start conversations about the “backdoor” Roth IRA strategy.

9 Facts About Social Security

by lportee53 | Oct 22, 2025 | Retirement

There are things about Social Security that might surprise you.

9 Facts About Retirement

by lportee53 | Sep 5, 2025 | Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

« Older Entries

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Crossroads Financial Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AZ, CO, DC, ID, IL, KS, MD, MS, MO, MT, NE, NC, ND, OK, OR, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Crossroads Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Copyright © 2026
Crossroads Financial Advisors