We can all start the new year with resolutions and goals, but without a plan to accomplish them, will they be fulfilled? 

We can all hope to accomplish them, but that isn't a strategy!   Listen today as Crystal shares about how some famous individuals who didn't have a plan.

And their goals were not fulfilled without it!

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

With the turn of the calendar and a new year upon us, many people use it as an opportunity for reflection.  Listen to today's podcast as Crystal asks the question " Do you have a wealthy mindset?"

As you begin to ponder that, join us this week for answers to that question and many more..

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Join us for today's podcast as Crystal does a recap of the Top 10 Topics of 2025.   Do you know what they were?  Here's a hint...

Crystal discussed the importance of developing a wealthy mindset and emphasized that money should be viewed as a tool for growth rather than a source of security.

Tune in to find out the rest!

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Happy New Year!  With the turn of the calendar page comes some changes Crystal will share on this week's podcast.  Those Trump Accounts that were talked about will come into place this year.

Join us this week as Crystal talks about what they are and how you may benefit from them.

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Join us for today's podcast as Crystal shares about 7 tax efficient ways you can give and put your money to good use!

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Join us for today's podcast as Crystal talks about 2026, which is right around the corner. Where's your GPS say you're heading?

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Join us for today's podcast as Crystal shares about what wealthy habits you can do to help with your goals!

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Join us for today's podcast as Crystal talks about how you should plan for the first 90 days of retirement!

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Join us for today's podcast as Crystal talks about 9 Financial Mistakes you need to avoid and how to do it!

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation

Join us for today's podcast as Crystal asks, Who do you know?  And why does it matter?

You can have Confidence for every financial decision!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation