Begin Anew in 2021

Posted by John Creekmur, MBA, CFP® on 9:00 AM on January 6, 2021

Each year as we look ahead at all we want to accomplish - and look back at all we wished we had done last year it's easy to feel some regret. If you're like me you might find yourself thinking "I wish I woulda. . ." or "I shoulda. . ." or "If only I coulda. . .".  But experience tells me that shoulda, coulda, woulda doesn't help us move forward. 

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Topics: Build Wealth, Build True Wealth, financial legacy, From John's Desk

Leaving A Legacy To Your Grandkids

Posted by Creekmur Wealth Advisors on 8:05 AM on August 7, 2018

Now is the time to explore the possibilities.

Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies.

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Topics: 529 Plan, Uncategorized, UTMA account, creating trust fund, Family Legacy, financial legacy, Financial Planning, grandchild education, Grandkids, Grandparents day, Leaving a Legacy, Legacy Assets, Legacy Planning, Retirement

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