Crossroads Planning

Crossroads Planning

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Certified Financial Planner & IRS appointed Enrolled Agent with more than 10 years of services serving all across Orange County

Photos from Crossroads Planning's post 02/06/2026

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic events of the year. As we look ahead to the big game, we’re breaking down the numbers that shaped the event in 2025.

Swipe through to see the key financial stats, spending trends, and economic impact behind the most-watched event in the country.

Wishing each of you an enjoyable game — whether you’re watching the football, focusing on the commercials, or in search of the best gameday snack!

Photos from Crossroads Planning's post 02/04/2026

Last month, the U.S. economy continued its above-trend expansion, driven primarily by robust consumer spending and a resilient services sector. Yet beneath these positives, challenges are mounting. Swipe through for an overview.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

Photos from Crossroads Planning's post 09/19/2025

Big changes are coming for seniors — from new tax deductions to Medicare and Medicaid rule updates.

Swipe through to see how the One Big Beautiful Bill Act could impact taxes, benefits, and health care.

Have questions about how these changes affect you? Give us a call today! We are here to help.

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Address


765 The City Drive S. Ste 390
Orange, CA
92868

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm