Creekmur Wealth Advisors

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Beat the Heat and Summer Boredom

Posted by Creekmur Wealth Advisors on 2:53 PM on August 5, 2024

It’s that time of year when the days are long and the possibilities are endless. Whether you’re trying to escape the heat or find ways to make the most of these long-lasting days, trying these approaches can tackle both problems!

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Your Year-End To-Do List 2023

Posted by Creekmur Wealth Advisors on 11:51 AM on December 5, 2023

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

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

2022 Contribution Limits

Posted by Creekmur Wealth Advisors on 8:00 AM on December 28, 2021

Some things you might consider before saying goodbye to 2021.

Preparing for retirement just got a little more financial wiggle room. In November, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Staying put for 2022 are traditional Individual Retirement Accounts (IRAs), with the limit remaining at $6,000. The catch-up contribution for traditional IRAs remains $1,000 as well.1

For workplace retirement accounts (i.e. 401(k), 403(b), amongst others), the contribution limit rises $1,000 to $20,500. Catch-up contributions remain at $6,500.1

Eligibility for Roth IRA contributions has increased, as well. These have bumped up to $129,000 to $144,000 for single filers and heads of households, and $204,000 to $214,000 for those filing jointly as married couples.1

Another increase was for SIMPLE IRA Plans (SIMPLE is an acronym for Savings Incentive Match Plan for Employees), which increases from $13,500 to $14,000.1

If these increases apply to your retirement strategy, a financial professional may be able to help make some adjustments to your contributions.

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

End-of-the-Year Money Moves 2021

Posted by Creekmur Wealth Advisors on 10:44 AM on November 17, 2021

Some things you might consider before saying goodbye to 2021

What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and 2022 begins. Proving that you have all the right moves in 2021 might put you in a better position to tango with 2022.

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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

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

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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