---
title: Finance Blog | Exchange Capital Management | Joseph Crowley, CFP®
---

![Joseph Crowley, CFP®](https://www.exchangecapital.com/hs-fs/hubfs/Caricatures%20/_Joe%20Caricature%20-%20White.png?width=170&height=170&name=_Joe%20Caricature%20-%20White.png)

# Joseph Crowley, CFP®

## Posts by Joseph Crowley, CFP®

[Should I Diversify My Savings?](https://www.exchangecapital.com/blog/should-i-diversify-my-savings)

![Should I Diversify My Savings?](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Joe%20-%20Should%20I%20Diversify%20My%20Savings%20-%20Egg%20Basket%20(Orange)%20-%20PNG%20-%203-3-2022.png)

[Financial Planning](https://www.exchangecapital.com/blog/topic/financial-planning)

### Should I Diversify My Savings?

Mar 1, 2022  3 min read

[401k Graveyard: What can you do with your old 401k?](https://www.exchangecapital.com/blog/401k-graveyard-what-can-you-do-with-your-old-401k)

![401k Graveyard: What can you do with your old 401k?](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Joe%20-%20401k%20Graveyard-What%20can%20you%20do%20with%20your%20old%20401k%20-%20Grave%20Digger%20(Orange)%20-%20PNG%20-%203-3-2022.png)

[Retirement](https://www.exchangecapital.com/blog/topic/retirement)

### 401k Graveyard: What can you do with your old 401k?

Dec 7, 2021  4 min read

[Is the Backdoor Roth Being Boarded Up?](https://www.exchangecapital.com/blog/is-the-backdoor-roth-being-boarded-up)

![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Joe%20-%20Is%20the%20Backdoor%20Being%20Boarded%20Up%20%20-%20Door%20Pull%20(Green)%20-%20PNG%20-%2010-12-2021.png)

[Financial Planning](https://www.exchangecapital.com/blog/topic/financial-planning)

### Is the Backdoor Roth Being Boarded Up?

Oct 12, 2021  2 min read

[Want to Avoid Capital Gains Tax? Gift or Die.](https://www.exchangecapital.com/blog/want-to-avoid-capital-gains-tax-gift-or-die)

![Avoid Capital Gains Tax](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Joe%20-%20Want%20to%20Avoid%20Capital%20Gains%20Tax%20Gift%20or%20Die%20-%20Squeezed%20(Green)%20-%20PNG%20-%2007-06-2021.png)

[Taxes](https://www.exchangecapital.com/blog/topic/taxes)

### Want to Avoid Capital Gains Tax? Gift or Die.

Jul 6, 2021  3 min read

[Medicare Explained](https://www.exchangecapital.com/blog/medicare-explained)

![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Joe%20-%20Medicare%20Explained%20-%20Frantic%20Doctor%20(Green)%20-%20PNG%20-%206-22-2021.png)

[Retirement](https://www.exchangecapital.com/blog/topic/retirement)

### Medicare Explained

Jun 22, 2021  4 min read

[Planning Ahead: Setting Up IRA Beneficiaries](https://www.exchangecapital.com/blog/planning-ahead-setting-up-ira-beneficiaries)

![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Joe%20-%20Planning%20Ahead%20-%20Setting%20Up%20IRA%20Beneficiaries%20-%20Chart%20(Green)%20-%2004-13-2021.png)

[Retirement](https://www.exchangecapital.com/blog/topic/retirement)

### Planning Ahead: Setting Up IRA Beneficiaries

Apr 13, 2021  3 min read

[Your 2021 Financial Checklist: 5 Steps to Jumpstart Success](https://www.exchangecapital.com/blog/your-2021-financial-checklist-5-steps-to-jumpstart-success)

![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Joe%20-%20Your%202021%20Financial%20Checklist%205%20Steps%20to%20Jumpstart%20Success%20-%20Jumpstart(Green)%20-%20PNG%20-%201-19-2021.png)

[Financial Planning](https://www.exchangecapital.com/blog/topic/financial-planning)

### Your 2021 Financial Checklist: 5 Steps to Jumpstart Success

Jan 19, 2021  3 min read

[Pay Now, Pay Never](https://www.exchangecapital.com/blog/pay-now-pay-never)

![](https://www.exchangecapital.com/hubfs/Image%20-%20Blog%20Image%20-%20Joe%20-%20Pay%20Now%20Pay%20Never%20-%20MoneyTree%20(Green)%20-%20PNG%20-%2011-10-2020-1.png)

[Retirement](https://www.exchangecapital.com/blog/topic/retirement)

### Pay Now, Pay Never

Nov 10, 2020  3 min read

[Unlocking a Flexible Retirement Through Diversification](https://www.exchangecapital.com/blog/unlocking-a-flexible-retirement-through-diversification)

![](https://www.exchangecapital.com/hubfs/Blog%20Image%20-%20Joe%20-%20Blog%20-%20Egg%20Basket%20(green)%20-%20PNG%20-%2008312020.png)

[Retirement](https://www.exchangecapital.com/blog/topic/retirement)

### Unlocking a Flexible Retirement Through Diversification

Sep 1, 2020  2 min read

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