End-of-the-Year Money Moves 2021

Posted by Creekmur Wealth Advisors on 10:42 AM on November 16, 2021

Some things you might consider before saying goodbye to 2021

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Topics: Uncategorized, Financial Planning, Investing, Planning, Retirement

How Are We Feeling About Work These Days?

Posted by Creekmur Wealth Advisors on 9:15 AM on November 9, 2021

Are you taking stock of your life and thinking about moving on?

(You're not alone.)

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Topics: Retirement, economy

Sticker Shock? Let's Talk About Inflation

Posted by Creekmur Wealth Advisors on 8:15 AM on October 19, 2021

Inflation Is Inevitable - What Can we Expect in the Future?

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Topics: Investing, market volatility, Stock Market

Don't Wait to Maximize Your Financial Contributions

Posted by Andy Anderson, CFP® on 10:00 AM on October 9, 2021

With Fall officially arriving, we are reminded once again that we are closer to the end of the year than we are to the beginning. Along with that comes the holiday season, family time, and last-minute shopping. And while we may not be able to assist with the cooking, cleaning, and shopping that’s just around the corner, we want to help in the best way we know how—making sure your end of year financial checklist is complete!

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Topics: Retirement

Storms Ahead? 3 Things You Can Do Now!

Posted by Creekmur Wealth Advisors on 9:00 AM on October 5, 2021

It's natural to feel uncomfortable at times like these. But, you have resources available to help you navigate!

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Topics: Investing, market volatility, Stock Market

Storms Ahead? Here's What You Need to Know.

Posted by Creekmur Wealth Advisors on 9:15 AM on September 28, 2021

The stock market has been a little crazy! Are storm clouds on the horizon?

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Topics: Investing, market volatility, Stock Market

Do I need a Power of Attorney?

Posted by Creekmur Staff on 9:00 AM on September 21, 2021
POAs and other advanced directives are becoming more important.

The point of the POA. A power of attorney (POA) is a legal document that delegates an individual’s legal authority to another person. If someone is incapacitated, the POA would allow a trusted party to make decisions on his or her behalf.

There are several types of powers of attorney:

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Topics: Power of Attorney

Carve Your Own Path & Create Your Dream Retirement

Posted by Creekmur Staff on 9:00 AM on September 14, 2021

How often do you think about retirement?

Most of us think about it a lot — at least four times a week.1

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Topics: Goals, Retirement, Retirement Income

Retirement Spending: Sequence of Returns Matters

Posted by Andy Anderson, CFP® on 9:00 AM on August 31, 2021

You've spent years planning for retirement. But now you're wondering if your retirement dollars will last through the ups and downs of the stock market.

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Topics: Financial Planning, Retirement

Countdown to College - How to Prepare During Each Year of High School

Posted by Creekmur Wealth Advisors on 9:00 AM on August 24, 2021

Best ways to prepare for college during each year of high school.

As a parent, of course you want to give your child the best opportunity for future success, and for many, attending college is part of that opportunity. If you have a high school student, it's time to start preparing them for their college years. Ideally, you have been saving funds to pay for education, but, if not, now if the time to begin serious planning for how your family plans to cover college costs. Today, the average college graduate owes $37,731 in debt, while the average salary for a recent graduate is $49,785.1

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Topics: College Planning, long term objectives

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