Your Year-End To-Do List 2022

Posted by Creekmur Wealth Advisors on 1:34 PM on November 14, 2022

Before you start on your holiday to-do list, check these financial to-do's!

Experience tells us that those who run through these items annually are well set up to reach financial goals in the new year!

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Topics: Financial Planning

How Being Average Can Help You Thrive!

Posted by Connor Creekmur, MBA on 3:58 PM on November 10, 2022

Volatility is a word that we have heard a lot this year. Here are 5 Tips to help you survive & thrive in any financial environment.

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Topics: Financial Planning, Market turbulence, market volatility, volatility

What Kind of Gifts Are You Giving This Year?

Posted by Nicole Geraci, CFP®, AWMA® on 3:22 PM on November 4, 2022

As we head  inch closer to the holiday season, the thought of giving before year end comes to mind. 

There are many reasons why you might consider making charitable gifts each year - and even more worthy organizations to give to. There are also many ways for you to give. The first way people generally think to give is with a cash donation.

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Topics: Financial Planning, Certified Financial Planner, CFP, Tax Planning, charitable donations

Should I Keep Investing When The Market Is Down?

Posted by Andrew Pisel on 11:37 AM on October 25, 2022

Buy Low & Sell High is the age old investment advice, however picking the low time to buy a stock is an extremely difficult task to accomplish.

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Topics: Investing, market risks, market volatility, dollar cost averaging

Gold and Silver In The Current Market

Posted by Andy Anderson, CFP® on 12:33 PM on October 20, 2022

 Is Buying or Selling Precious Metals The Way To Go With The State Of The Current Market?

The Answer May Surprise You.

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Topics: Investing, Certified Financial Planner, CFP, gold

How Can I Plan for Long-Term Care?

Posted by Andy Anderson, CFP® on 10:21 AM on September 29, 2022

Some life insurance policies only pay a death benefit if the policy owner dies during a certain period—the “term” of a term life insurance policy. Others pay out a death benefit no matter when the policy owner dies—these policies are considered “permanent” policies and are intended to remain in-force for the entirety of the policy owner’s life.

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Topics: Financial Planning, Insurance policies, Life Insurance, Certified Financial Planner, CFP, long-term care

Why do Business Owners need Life Insurance?

Posted by Nicole Geraci, CFP®, AWMA® on 10:06 AM on September 24, 2022

 

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Topics: Financial Planning, Goals, Insurance, Life Insurance, small business owner, small business, Certified Financial Planner, CFP

Insurance Types and Solutions

Posted by Andrew Pisel on 3:00 PM on September 15, 2022

The kids are back to school, the holiday season is right around the corner, fall activities are in full swing!

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Topics: Disability Insurance, Insurance, Insurance policies, Life Insurance

Should I Change My Level of Risk?

Posted by Andy Anderson, CFP® on 4:20 PM on September 12, 2022

The Top 3 Questions to Ask.

Oftentimes when we meet with clients there are a few common questions or topics that tend to come up regularly - things that seem to be on the minds of many of our clients. Usually, it has to do with some event or circumstance that is relevant at the time. In 2022, that question has revolved around the idea of “should I change the level of risk in my investments considering what is happening in the market.”

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Topics: Tolerating Risk with Investments, Financial Planning, Investments, Investments and risk, market risks, Investment Advisor, Certified Financial Planner, CFP

Do I Need Life Insurance?

Posted by Connor Creekmur, MBA on 9:00 AM on September 5, 2022

3 Questions to Help you Decide!

When I was a student I got so stressed before tests! The week leading up to the test I would study loosely, be constantly stressed, and cram the day before.

Eventually, I learned to create a study plan two weeks before my test. I studied each day for a set time, had little stress, and usually performed well. With an appropriate plan I was able to enjoy my life without worrying about my test. I wasn’t planning for the worst but rather preparing myself so I would have freedom.

This is similar to the approach we use in life insurance planning.

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Topics: Financial Planning, Insurance, Life Insurance

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