6 Accounts To Build a Solid Financial Foundation

Posted by Creekmur Staff on 9:00 AM on May 11, 2021
It's time to “get your financial house in order.” But, what exactly does that mean? 

There's a lot that goes into the process of getting your finances in order, but the first step is to be sure your financial house is built on a solid foundation. This means that you have six fundamental pillars (accounts) in place that are designed for sustaining your financial well-being and creating wealth. 

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Topics: Financial Planning, Investing, saving and investing

6 Reasons Why You Need a Financial Planner-part 2

Posted by Creekmur Wealth Advisors on 9:00 AM on May 4, 2021

As students of Behavioral Finance (how people make money decisions), we've witnessed a trend toward self-directed investing and financial planning. Some recent studies point to the fact that a growing number of investors prefer managing their financial interests without professional assistance.

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Topics: Financial Planning, Certified Financial Planner, CFP

It's Spring Cleaning Time!

Posted by John Creekmur, MBA, CFP® on 9:00 AM on April 29, 2021

It’s Spring! With the change of seasons comes everyone’s favorite time – Spring Cleaning. At our home we have been busy outside doing a Spring clean up in our yard & garden areas. As we clean and prune and plant new seeds, very quickly we start to see fresh new growth. It’s always exciting to anticipate the flowers and vegetables that we will enjoy in the months to come.

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Topics: Financial Planning, From John's Desk

6 Reasons Why You Need a Financial Planner-part 1

Posted by Creekmur Wealth Advisors on 9:00 AM on April 27, 2021

As students of Behavioral Finance (how people make money decisions), we've witnessed a trend toward self-directed investing and financial planning. Some recent studies point to the fact that a growing number of investors prefer managing their financial interests without professional assistance.

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Topics: Financial Planning

Three Biggest Risks to Your Retirement

Posted by Andy Anderson, CFP® on 9:00 AM on April 20, 2021

“By failing to prepare, you are preparing to fail.” - Benjamin Franklin

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Topics: Retirement

True Wealth Values - Are you distracted by the squirrels?

Posted by John Creekmur, MBA, CFP® on 9:00 AM on April 14, 2021

One of my favorite movies of all time is UP. The story is about an older man who is on a journey to save his property from developers who want to tear down his beloved home. At one point in their travels this gentleman and his boy scout companion encounter a talking dog.

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

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

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