---
title: Creekmur Wealth Advisors | Certified Financial Planner, CFP
description: Certified Financial Planner, CFP | We help create true wealth and retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
---
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## Educate, Encourage, Empower
## [3 Steps To Help you Accomplish your Goals](https://blog.creekmurwealth.com/blog/3-steps-to-accomplish-goals-new-year)
Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 4:25 PM on December 29, 2022
[](https://blog.creekmurwealth.com/blog/3-steps-to-accomplish-goals-new-year)
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!
[Read More](https://blog.creekmurwealth.com/blog/3-steps-to-accomplish-goals-new-year)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/3-steps-to-accomplish-goals-new-year#comments-listing)
Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Goals](https://blog.creekmurwealth.com/blog/tag/goals), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp)
## [What Kind of Gifts Are You Giving This Year?](https://blog.creekmurwealth.com/blog/charitable-donation-options)
Posted by [Nicole Geraci, CFP®, AWMA®](https://blog.creekmurwealth.com/blog/author/nicole-geraci) on 3:22 PM on November 4, 2022
[](https://blog.creekmurwealth.com/blog/charitable-donation-options)
## *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.
[Read More](https://blog.creekmurwealth.com/blog/charitable-donation-options)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/charitable-donation-options#comments-listing)
Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp), [Tax Planning](https://blog.creekmurwealth.com/blog/tag/tax-planning), [charitable donations](https://blog.creekmurwealth.com/blog/tag/charitable-donations)
## [Gold and Silver In The Current Market](https://blog.creekmurwealth.com/blog/gold-and-silver-in-the-current-market)
Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 12:33 PM on October 20, 2022
[](https://blog.creekmurwealth.com/blog/gold-and-silver-in-the-current-market)
*** Is Buying or Selling Precious Metals The Way To Go With The State Of The Current Market?***
***The Answer May Surprise You.***
[Read More](https://blog.creekmurwealth.com/blog/gold-and-silver-in-the-current-market)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/gold-and-silver-in-the-current-market#comments-listing)
Topics: [Investing](https://blog.creekmurwealth.com/blog/tag/investing), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp), [gold](https://blog.creekmurwealth.com/blog/tag/gold)
## [How Can I Plan for Long-Term Care?](https://blog.creekmurwealth.com/blog/ltc-options-using-life-insurance-policies)
Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 10:21 AM on September 29, 2022
[](https://blog.creekmurwealth.com/blog/ltc-options-using-life-insurance-policies)
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.
[Read More](https://blog.creekmurwealth.com/blog/ltc-options-using-life-insurance-policies)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/ltc-options-using-life-insurance-policies#comments-listing)
Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Insurance policies](https://blog.creekmurwealth.com/blog/tag/insurance-policies), [Life Insurance](https://blog.creekmurwealth.com/blog/tag/life-insurance), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp), [long-term care](https://blog.creekmurwealth.com/blog/tag/long-term-care)
## [Why do Business Owners need Life Insurance?](https://blog.creekmurwealth.com/blog/why-do-business-owners-need-life-insurance)
Posted by [Nicole Geraci, CFP®, AWMA®](https://blog.creekmurwealth.com/blog/author/nicole-geraci) on 10:06 AM on September 24, 2022
[](https://blog.creekmurwealth.com/blog/why-do-business-owners-need-life-insurance)
[Read More](https://blog.creekmurwealth.com/blog/why-do-business-owners-need-life-insurance)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/why-do-business-owners-need-life-insurance#comments-listing)
Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Goals](https://blog.creekmurwealth.com/blog/tag/goals), [Insurance](https://blog.creekmurwealth.com/blog/tag/insurance), [Life Insurance](https://blog.creekmurwealth.com/blog/tag/life-insurance), [small business owner](https://blog.creekmurwealth.com/blog/tag/small-business-owner), [small business](https://blog.creekmurwealth.com/blog/tag/small-business), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp)
## [Should I Change My Level of Risk?](https://blog.creekmurwealth.com/blog/change-level-of-risk)
Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 4:20 PM on September 12, 2022
[](https://blog.creekmurwealth.com/blog/change-level-of-risk)
## *The Top 3 Questions to Ask.*
Oftentimes when we meet with clients there are a few common questions or topics that tend to come up regularly - things that seem to be on the minds of many of our clients. Usually, it has to do with some event or circumstance that is relevant at the time. In 2022, that question has revolved around the idea of “should I change the level of risk in my investments considering what is happening in the market.”
[Read More](https://blog.creekmurwealth.com/blog/change-level-of-risk)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/change-level-of-risk#comments-listing)
Topics: [Tolerating Risk with Investments](https://blog.creekmurwealth.com/blog/tag/tolerating-risk-with-investments), [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Investments](https://blog.creekmurwealth.com/blog/tag/investments), [Investments and risk](https://blog.creekmurwealth.com/blog/tag/investments-and-risk), [market risks](https://blog.creekmurwealth.com/blog/tag/market-risks), [Investment Advisor](https://blog.creekmurwealth.com/blog/tag/investment-advisor), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp)
## [Retirement Income Planning](https://blog.creekmurwealth.com/blog/retirement-income-planning-1)
Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 2:09 PM on July 11, 2022
[](https://blog.creekmurwealth.com/blog/retirement-income-planning-1)
[Read More](https://blog.creekmurwealth.com/blog/retirement-income-planning-1)
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Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Goals](https://blog.creekmurwealth.com/blog/tag/goals), [Planning](https://blog.creekmurwealth.com/blog/tag/planning), [Retirement](https://blog.creekmurwealth.com/blog/tag/retirement), [Retirement Income](https://blog.creekmurwealth.com/blog/tag/retirement-income), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp)
## [Post Tax Season Planning Tips](https://blog.creekmurwealth.com/blog/post-tax-season-planning)
Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 11:00 AM on May 2, 2022
[](https://blog.creekmurwealth.com/blog/post-tax-season-planning)
Tax season has come and gone, but that does not mean the planning stops! While much of your focus prior to April 18th may have been on making sure you get your tax return submitted properly, the focus can now shift towards some other items that can improve your financial well-being over the course of the rest of the year.
[Read More](https://blog.creekmurwealth.com/blog/post-tax-season-planning)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/post-tax-season-planning#comments-listing)
Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Goals](https://blog.creekmurwealth.com/blog/tag/goals), [taxes](https://blog.creekmurwealth.com/blog/tag/taxes), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp), [Tax Planning](https://blog.creekmurwealth.com/blog/tag/tax-planning)
## [Tax Planning Made Easy](https://blog.creekmurwealth.com/blog/3-last-minute-tax-strategies)
Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 4:24 PM on March 17, 2022
[](https://blog.creekmurwealth.com/blog/3-last-minute-tax-strategies)
Believe it or not, we are only one month away from the tax filing deadline! With that in mind, we figured it would be beneficial to discuss some last minute 2021 tax planning ideas as well as one that could help you out when it comes time to file 2022 taxes.
[Read More](https://blog.creekmurwealth.com/blog/3-last-minute-tax-strategies)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/3-last-minute-tax-strategies#comments-listing)
Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Goals](https://blog.creekmurwealth.com/blog/tag/goals), [taxes](https://blog.creekmurwealth.com/blog/tag/taxes), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp), [Tax Planning](https://blog.creekmurwealth.com/blog/tag/tax-planning)
## [Building A Recession Proof Retirement Portfolio](https://blog.creekmurwealth.com/blog/what-goals-do-you-want-to-accomplish-in-the-new-year-1)
Posted by [Andy Anderson, CFP®](https://blog.creekmurwealth.com/blog/author/andy-anderson-cfp) on 5:26 PM on February 7, 2022
[](https://blog.creekmurwealth.com/blog/what-goals-do-you-want-to-accomplish-in-the-new-year-1)
# *What Does It Take To Build a Recession Proof Retirement Portfolio?*
How can my portfolio and my retirement survive a recession? This is a very common fear for retirees and pre-retirees and considering the movement of the market recently, you may have had this same question yourself.
[Read More](https://blog.creekmurwealth.com/blog/what-goals-do-you-want-to-accomplish-in-the-new-year-1)
0 Comments [Click here to read/write comments](https://blog.creekmurwealth.com/blog/what-goals-do-you-want-to-accomplish-in-the-new-year-1#comments-listing)
Topics: [Financial Planning](https://blog.creekmurwealth.com/blog/tag/financial-planning), [Goals](https://blog.creekmurwealth.com/blog/tag/goals), [Investing](https://blog.creekmurwealth.com/blog/tag/investing), [Certified Financial Planner, CFP](https://blog.creekmurwealth.com/blog/tag/certified-financial-planner-cfp)
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- [Legacy Assets (1)](https://blog.creekmurwealth.com/blog/tag/legacy-assets)
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- [Memory Disorders (1)](https://blog.creekmurwealth.com/blog/tag/memory-disorders)
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- [Misconceptions about Medicare coverage (1)](https://blog.creekmurwealth.com/blog/tag/misconceptions-about-medicare-coverage)
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- [Privacy Protection (1)](https://blog.creekmurwealth.com/blog/tag/privacy-protection)
- [Roth 401k vs 401k (1)](https://blog.creekmurwealth.com/blog/tag/roth-401k-vs-401k)
- [Save (1)](https://blog.creekmurwealth.com/blog/tag/save)
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- [Stocks (1)](https://blog.creekmurwealth.com/blog/tag/stocks)
- [Successive Investment (1)](https://blog.creekmurwealth.com/blog/tag/successive-investment)
- [Tariffs (1)](https://blog.creekmurwealth.com/blog/tag/tariffs)
- [Tax defferred growth (1)](https://blog.creekmurwealth.com/blog/tag/tax-defferred-growth)
- [Teachers savings plan (1)](https://blog.creekmurwealth.com/blog/tag/teachers-savings-plan)
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- [UTMA account (1)](https://blog.creekmurwealth.com/blog/tag/utma-account)
- [Uniting Personal Finances (1)](https://blog.creekmurwealth.com/blog/tag/uniting-personal-finances)
- [Wall Street Shocks (1)](https://blog.creekmurwealth.com/blog/tag/wall-street-shocks)
- [Women Investors (1)](https://blog.creekmurwealth.com/blog/tag/women-investors)
- [asset map (1)](https://blog.creekmurwealth.com/blog/tag/asset-map)
- [bull market (1)](https://blog.creekmurwealth.com/blog/tag/bull-market)
- [charitable donations (1)](https://blog.creekmurwealth.com/blog/tag/charitable-donations)
- [compounded interest (1)](https://blog.creekmurwealth.com/blog/tag/compounded-interest)
- [consumer debt (1)](https://blog.creekmurwealth.com/blog/tag/consumer-debt)
- [creating trust fund (1)](https://blog.creekmurwealth.com/blog/tag/creating-trust-fund)
- [cryptocurrency (1)](https://blog.creekmurwealth.com/blog/tag/cryptocurrency)
- [dollar cost averaging (1)](https://blog.creekmurwealth.com/blog/tag/dollar-cost-averaging)
- [emergency fund (1)](https://blog.creekmurwealth.com/blog/tag/emergency-fund)
- [get my credit score reviewed (1)](https://blog.creekmurwealth.com/blog/tag/get-my-credit-score-reviewed)
- [getting out of debt (1)](https://blog.creekmurwealth.com/blog/tag/getting-out-of-debt)
- [getting started (1)](https://blog.creekmurwealth.com/blog/tag/getting-started)
- [gold (1)](https://blog.creekmurwealth.com/blog/tag/gold)
- [grandchild education (1)](https://blog.creekmurwealth.com/blog/tag/grandchild-education)
- [identity theft (1)](https://blog.creekmurwealth.com/blog/tag/identity-theft)
- [impact of presidential elections (1)](https://blog.creekmurwealth.com/blog/tag/impact-of-presidential-elections)
- [paying off debt (1)](https://blog.creekmurwealth.com/blog/tag/paying-off-debt)
- [power of compounding (1)](https://blog.creekmurwealth.com/blog/tag/power-of-compounding)
- [risk of Alzheimers (1)](https://blog.creekmurwealth.com/blog/tag/risk-of-alzheimers)
- [rollover (1)](https://blog.creekmurwealth.com/blog/tag/rollover)
- [save early (1)](https://blog.creekmurwealth.com/blog/tag/save-early)
- [self-employed (1)](https://blog.creekmurwealth.com/blog/tag/self-employed)
- [volatility (1)](https://blog.creekmurwealth.com/blog/tag/volatility)
- [watch for Elder scams (1)](https://blog.creekmurwealth.com/blog/tag/watch-for-elder-scams)
See all
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