Social Security Claiming Checklist

Posted by Andrew Pisel on 12:17 PM on March 30, 2023


Social Security plays a major role in cash flow for retirees and we will help you understand how the benefits work and what you should do before you start claiming Social Security. A married couple could have over 70+ different ways to claim Social Security! In order to maximize a major cash flow for your retirement it is key to understand your options. This checklist will help you ensure that you are maximizing your benefits and will help lower stress levels going into this decision.

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Tips for Women Investors

Posted by Stacy Creekmur on 1:48 PM on March 13, 2023

At Creekmur Wealth Advisors we have learned that everyone benefits from having a financial plan in place. Our financial planning and investing process is well established to help individuals and couples define and progress toward their own unique goals. This process is effective for men and women. However, there are some unique situations that make financial planning for women even more important.

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Topics: Financial Planning, Investing, Women Investors

3 Steps To Help you Accomplish your Goals

Posted by Andy Anderson, CFP® on 4:25 PM on December 29, 2022


2022 has been a year for the record books in many ways - The financial world and investment markets have experience numerous record breakers, and many of those have not been good. Even in a year like this with lots of negative noise and news, we still want to stay on track toward our financial goals. As a financial advisor, there are several key steps I recommend that every one should consider each year.

3 Simple Steps to Stay on Track Toward your Goals!

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Topics: Financial Planning, Goals, Certified Financial Planner, CFP

10 Events That Drove 2022

Posted by Connor Creekmur, MBA on 9:00 AM on December 12, 2022

World events that impacted this year.

"Those who fail to learn from history are destined to repeat it." 
Winston Churchill

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Topics: Investing, Investments

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

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