Crescent City Retirement Group, LLC

Happy Labor Day! Here’s to all the workers who make our lives better every single day. Celebrate and enjoy your well-deserved break!

Try these free tools to help you determine the retirement age to start Social Security.

9 Social Security Calculators That Can Help You Decide When to Claim Try these free tools to help you determine the retirement age to start Social Security.

Your estate plan should simplify, not complicate. Discover 13 common mistakes and how to avoid them to ensure your intentions are clear.

13 Common Missteps That Can Impact Your Legacy Avoid these estate planning mistakes.

Paying off big debts can be very helpful if you want to retire early.

Take advantage of the perks offered to people 50 and older as you make plans for retirement travel.

Travel Discounts for Seniors Take advantage of the perks offered to people 50 and older as you make plans for retirement travel.

If you’re able to, try to increase your IRA or 401(k) contributions to help grow your nest egg.

Updating your estate plan is key to avoiding future headaches. Our guide reveals why frequent reviews are essential and what other mistakes to watch out for.

Estate Planning Mistakes & How to Avoid Them

These part-time job opportunities are a good fit for older workers.

12 Great Side Hustles for Retirees These part-time job opportunities are a good fit for older workers.

Looking to maximize the tax benefits of your retirement accounts? Contact our office. (504) 828-2171

Curious about what's driving the markets in 2024? From interest rates to economic indicators to the presidential election, discover the factors shaping the markets. Read more here.

What happens next for markets? We broke down markets into a 5-minute read.

Happy National Financial Awareness Day! Time to take charge of your finances and secure your future. What’s one financial goal you’re working on?

Estate planning is more than just drafting a will—it’s about avoiding pitfalls that could derail your legacy. Our latest guide breaks down 13 common mistakes in estate planning and offers practical solutions.

Estate Planning Mistakes & How to Avoid Them Learn 13 ways to protect your legacy.

So, you want to retire at 60 and live until 100? Here’s how to get your financial act together.

7 Strategies to Bump Up Your Retirement Date So, you want to retire at 60 and live until 100? Here’s how to get your financial act together.

Planning for retirement can be overwhelming, but it doesn’t have to be. Call us at (504) 828-2171

Markets turned in a blockbuster performance in the first half of 2024 - but can we expect volatility ahead? Check out this month’s quarterly financial update.

We Broke Down Markets Into a 5-minute Read Here's what savvy investors should know.

When relocating in retirement, careful planning and extended visits are key to a smooth move.

5 Steps to Take Before Relocating in Retirement When relocating in retirement, careful planning and extended visits are key to a smooth move.

Have you been meaning to start or revisit your estate plan? Here are 13 common mistakes and how to dodge them.

Go from Good Intentions––to a Great Estate Plan

Are you prepared if taxes end up rising soon? Give our office a call at (504) 828-2171

Interest rates, recession risks, and a presidential election - how might these factors affect markets in the months to come? Find out more in this month’s quarterly financial update.

Q2 markets? Wild. Here's what you need to know.

The $1,000 per month rule offers a simple way to estimate retirement savings based on your desired monthly income.

What Is the $1K Per Month in Retirement Rule? The $1,000 per month rule offers a simple way to estimate retirement savings based on your desired monthly income.

This retirement planning guide can help you get your finances ready for retirement.

Your Guide to Retirement Planning This retirement planning guide can help you get your finances ready for retirement.

Prior to moving to your retirement location, you want to be certain it’s the right place for you.

Do the bulls still have room to run? Or will interest rates, the election, and recession risks cause markets to stumble? We break down what you need to know in this quick five-minute read. Check it out!

What did markets do in Q2? (5-minute read) Here's what savvy investors took away from Q2.

Want to retire overseas? Here’s where experts say you can find an affordable home.

Where Retirees Can Buy a Home Overseas for Under $100,000 Want to retire overseas? Here’s where experts say you can find an affordable home.

How will living longer affect your retirement finances? Discover strategies to maintain stability and joy throughout your extended retirement years.

Longevity can Impact Retirement Why long(er)-term planning could save your finances.

When should you claim Social Security benefits? Give us a call today. (504) 828-2171

Here is a look at financial planning priorities through the decades of people’s lives, from their 20s to their 70s and beyond.
https://www.thinkadvisor.com/2024/04/18/a-financial-planning-checklist-from-age-20-to-70-and-beyond/

It is important to understand how Medicare works in retirement. Contact our office for more information. (504) 828-2171

We had a wonderful Client Appreciation Event at Rock N Bowl! Special thanks to: the band Witness, Modern Glow Photography, the amazing staff at Rock N Bowl, and lastly our own staff members who helped this event be such a success. We truly value being your partner in retirement and are proud to serve you & your family!