Educate, Encourage, Empower

The Gift Tax

October 17, 2019

Not all gifts are taxable.


I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his...

Understanding Long-Term Care

October 10, 2019

The important question: Are you prepared?

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a...

401K Loan Repayment

October 3, 2019

A longer repayment time can be an advantage.

The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always...

Smart Financial Moves in Your 20s, 30s, 40s, & 50s

September 26, 2019

The right moves for every age.


Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to...

The FIRE Movement

September 19, 2019

A radical new approach to working, saving, and retiring.


Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is...

The Financial Realities of Longevity

September 12, 2019

Your financial future is up to you and no one else.


What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration....

Keep Calm, Stay Invested

September 5, 2019

Expect volatility, but avoid letting the headlines alter your plans.


Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean...

Annuities 302: The Way We Do Annuities

August 29, 2019

Welcome to our last piece in our annuity series! Today we’re going to get into some very applicable information: how Creekmur Wealth does annuities and why we use them. We recommend that you have...

Annuities 301: Words of Caution

August 27, 2019

Welcome back to our series on annuities! You’ve now made it into the challenge section of our annuity series. In these final pieces, we will take a more subjective approach to annuities. Today, we...

Annuities 203: Fixed Index Annuities

August 22, 2019

Today we will cover the last type of annuity: fixed index annuities. This type of annuity guarantees no loss of principal due to the market fluctuations and interest earned is linked to the...

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