Is the 4% Safe Rule Still True?

Posted by Drew Creekmur, MSPFP on 9:00 AM on April 13, 2021

 

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Topics: Retirement

Is Early Retirement Right for You?

Posted by Creekmur Wealth Advisors on 9:00 AM on April 8, 2021

You've been dedicated to your career - loved your job - but recently you're not so sure the hours or stress are worth it.

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Topics: Retirement

Are you planning for Taxes in Retirement?

Posted by Creekmur Wealth Advisors on 9:00 AM on April 1, 2021

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Topics: Taxes and retirees

Don't Talk to Strangers -Advice for the Identity Theft Era

Posted by Creekmur Staff on 9:00 AM on March 25, 2021

America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors. Between robocalls pitching low-cost health insurance, pretending to be the I.R.S., or offering “work from home” opportunities, the pandemic has seen scammers getting more creative than they’ve ever been.1

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Topics: identity theft

True Wealth Values - Live with a Spirit of Gratitude

Posted by John Creekmur, MBA, CFP® on 1:00 PM on March 24, 2021

Human nature is so interesting! I love to watch people, and I love to see their reactions as they are going through life. When they’re at Walmart (that’s interesting!) Out grocery shopping. With family. As you observe people in various situations you see all types of emotions and reactions.

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Topics: Build True Wealth, Investing, From John's Desk

Are you a risk-taker or play it safe?

Posted by Andy Anderson, CFP® on 9:00 AM on March 18, 2021

Are you a risk-taker or do you play it safe? Do you jump out of airplanes for fun or is getting an extra serving of sprinkles on your soft serve your idea of risk? Each of us can look at our behaviors and determine whether the life we lead is high-flying risky or plain-vanilla safe. But can we do the same for our investments? Can you look at the stocks or funds you own and get a good idea of how risky your portfolio is? The answer is probably no.

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Topics: Financial Planning, Investments and risk, tolerating risk

Should I manage my own investment portfolio?

Posted by Creekmur Staff on 9:00 AM on March 11, 2021

We live in a "do it yourself" world. There are television networks and countless websites dedicated to learning how to "DIY" tasks that previously one would pay to have done for them.  

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Topics: Investing, Investments and risk

True Wealth Values - Use your Resources Wisely

Posted by John Creekmur, MBA, CFP® on 1:50 PM on March 9, 2021
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Topics: Build Wealth, Build True Wealth, From John's Desk

Why do I need to know my Risk Number?

Posted by Drew Creekmur, MSPFP on 9:00 AM on March 4, 2021

Today we’re taking a look at the important topic of Risk in your investment portfolio. What do you need to know about investment risk?  How can you be sure that you have the right amount of risk in your portfolio?

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Topics: Investments and risk, tolerating risk

Tax 101: Is it Too Late to Contribute to my IRA or Roth IRA?

Posted by Creekmur Wealth Advisors on 9:00 AM on February 25, 2021

 

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Topics: IRA, Roth IRA, taxes

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