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Retirement

Introducing the 530A Accounts
9 Facts About Retirement
What to Expect in Your First Year of Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Conquering Retirement Challenges for Women
Deciding When to Take Social Security
Women on the Rise
Choosing a Retirement Plan that Fits Your Business

Estate

Problems with Probate
Four Steps to Valuing an Estate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
Estate Management Checklist
A Brief History of Estate Taxes
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer

Investment

The Utility of Sector Investing
The Anatomy of an Index
Alternative Investments - Going Mainstream
The Threat of Identity Theft
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
TIPS for Inflation
How Stocks Work
Mutual Funds vs. ETFs

Insurance

Keeping Summer Safe: Pool and Spa Safety Tips
Teen Drinking and Your Liability
Making Sense Of A Home Warranty
The Cost of Medical Care
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
When Life Insurance Becomes Taxable
Understanding Extended Care
Assess Life Insurance Needs
The A, B, C, & D of Medicare

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
Buying vs. Leasing a Car
How Big is Money?
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar
What If Your Kids Decide Against College?
The Big Pause
What Will You Do With Your Bonus or Windfall?
Year-End Charitable Gifting and You

Lifestyle

A Path to Serenity and Smart Money Choices
Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?
Mastering Mobile Lingo
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
Putting a Price Tag On Your Health
How Boomers and Millennials Differ
Do Your Kids Know The Value of a Silver Spoon?

Contact

Office: 717-295-8881

Fax: 717-295-8880

108 West Main Street

Strasburg, PA 17579

lkerr@crosswalkinvestments.com

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