Why Do You Need a Will?

Posted by Creekmur Staff on 10:00 AM on December 25, 2018

It may not sound enticing, but creating a will puts power in your hands.

According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no one wants to be reminded of their mortality or dwell on what might happen upon their death, so writing a last will and testament is seldom prioritized on the to-do list of a Millennial or Gen Xer. What may surprise you, though, is the statistic cited by personal finance website The Balance: around 35% of Americans aged 65 and older lack wills.1,2

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Some Changes Are Coming for 401(k)s

Posted by Creekmur Staff on 10:00 AM on December 18, 2018

 

Take note of them for 2019

  

Some notable developments are about to impact 401(k) plans. They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from 401(k) accounts and leave their jobs now have until October of the following year to repay plan loans.1

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Your 2019 Financial To-Do List

Posted by Creekmur Staff on 1:05 PM on December 11, 2018

 

Things you can do for your future as the year unfolds.

  

What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient.

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Tax Scams & Schemes

Posted by Creekmur Staff on 11:56 AM on December 4, 2018

The “dirty dozen” favored by criminals & cheats. 

 

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Tax Considerations for Retirees

Posted by Creekmur Wealth Advisors on 8:00 AM on November 27, 2018

 

Are you aware of them?

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

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Topics: charitable IRA gift, Credit for Elderly or Disabled, Retirement, taxes

Staying Out of Debt Once You Get Out of Debt

Posted by Creekmur Wealth Advisors on 12:01 AM on November 21, 2018

 

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Topics: Budgeting, Uncategorized, consumer debt, getting out of debt, paying off debt, Staying out of debt

Is Generation X Preparing Adequately for Retirement?

Posted by Creekmur Wealth Advisors on 10:53 AM on November 13, 2018

Future financial needs may be underestimated.

If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of your parents or grandparents; within the next 10-15 years, you will probably be thinking about how your own retirement will unfold.1

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Topics: Uncategorized, Financial Planning, Retirement

Retirement Plans For Every Stage

Posted by Creekmur Wealth Advisors on 4:27 PM on November 6, 2018

retirement-stages

How can you create a solid retirement plan? How can you help ensure that your True Wealth is protected? Most people have at least one, if not multiple, 401(k)s, 403(b)s, IRAs, Roth IRAs, and Brokerage accounts.  But how many of you are truly leveraging other useful savings tools like HSAs, Roth IRA Conversions, and the Saver’s Credit just to name a few? Very few people are fully utilizing all of the financial tools available to them. That is why we would encourage you to consider looking at these underappreciated options for potentially greater retirement savings:

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Topics: 401k, Uncategorized, Retirement, Roth Conversions, Roth IRAs, RetirementRSS

Your Diversified Portfolio vs. the S&P 500

Posted by Creekmur Wealth Advisors on 10:46 AM on October 30, 2018

How global returns and proper diversification are affecting overall returns. 

 

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Topics: Uncategorized, Why is my portfolio not performing?, Diversify Portfolio, Investment Portfolio, S&P 500, Stock Market

Tolerate the Turbulence

Posted by Creekmur Wealth Advisors on 11:26 AM on October 23, 2018

Look beyond this moment and stay focused on your long-term objectives.

 

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Topics: bull market, Uncategorized, Wall Street Shocks, Investments and risk, long term objectives, Market turbulence, market volatility, Stay focused on objectives, tolerating risk

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