Annual Financial To-Do List

Posted by Creekmur Wealth Advisors on 1:17 PM on December 12, 2019


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

What financial, business, or life priorities do you need to address for the coming year? 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 managing your taxes. You have plenty of choices. Here are a few ideas to consider:

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Topics: Budgeting, Build True Wealth, Financial Planning, Goals, Investing, Investments, long term objectives, Planning, RMD, RMDs, saving and investing, Stay focused on objectives

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

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