Smart Financial Moves in Your 20s, 30s, 40s, & 50s

Posted by Creekmur Staff on 10:00 AM on September 26, 2019

The right moves for every age.

 

Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s journey, certain financial moves make more sense than others. Read on to learn more.

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The FIRE Movement

Posted by Creekmur Staff on 10:00 AM on September 19, 2019

A radical new approach to working, saving, and retiring.

 

Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is drawing interest worldwide.

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The Financial Realities of Longevity

Posted by Creekmur Staff on 10:00 AM on September 12, 2019

Your financial future is up to you and no one else.

 

What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an awareness of how long you must save for and what sort of expenditures may be ahead.

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Keep Calm, Stay Invested

Posted by Creekmur Staff on 10:00 AM on September 5, 2019

Expect volatility, but avoid letting the headlines alter your plans.

 

Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street.

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Annuities 302: The Way We Do Annuities

Posted by Creekmur Wealth Advisors on 9:00 AM on August 29, 2019

Welcome to our last piece in our annuity series! Today we’re going to get into some very applicable information: how Creekmur Wealth does annuities and why we use them. We recommend that you have the 201, 202, and 203 handouts handy while you read this in case you need a refresher on how each type of annuity works.

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Topics: Annuities

Annuities 301: Words of Caution

Posted by Creekmur Wealth Advisors on 9:00 AM on August 27, 2019

Welcome back to our series on annuities! You’ve now made it into the challenge section of our annuity series. In these final pieces, we will take a more subjective approach to annuities. Today, we are going to break down how annuities are typically advertised and what we believe is wrong about some of those marketing methods. We’ll take a look at general annuity marketing and then go through each type of annuity individually.

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Topics: Annuities

Annuities 203: Fixed Index Annuities

Posted by Creekmur Wealth Advisors on 9:00 AM on August 22, 2019

Today we will cover the last type of annuity: fixed index annuities. This type of annuity guarantees no loss of principal due to the market fluctuations and interest earned is linked to the performance of an external market index. Fixed index annuities first appeared in the 1990’s as an alternative to traditional fixed annuities.

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Topics: Annuities

Annuities 202: Variable Annuities

Posted by Creekmur Wealth Advisors on 9:00 AM on August 20, 2019

Today we’ll be looking into variable annuities. Variable annuities first appeared in the 1950’s as a way to help combat spending power loss in fixed annuities. Today, they are still used—for the same reason! Let’s dive in!

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Topics: Annuities

Annuities 201: Fixed Annuities

Posted by Creekmur Wealth Advisors on 9:00 AM on August 15, 2019

Today, we will dive into a deeper analysis of fixed annuities. These annuities were the original type of annuity and were used for centuries for funding wars, retirement funds, and taking care of soldier’s families while they were gone. Currently, they are still used by many as a form of fixed retirement income. Let’s get into the details!

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Topics: Annuities

Annuities 102: Learning the Basics

Posted by Creekmur Wealth Advisors on 9:00 AM on August 13, 2019

Welcome back to our series about annuities! This time, we will be diving a little deeper into the basics of annuities. We will look at how annuities work and some important terms to concentrate on when thinking about an annuity or examining an annuity contract. First, let’s take a look at the history of annuities. They’ve been around for a very long time and have evolved over the many years.

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Topics: Annuities

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