3 Steps To Help you Accomplish your Goals

Posted by Andy Anderson, CFP® on 4:25 PM on December 29, 2022

 

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!

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Topics: Financial Planning, Goals, Certified Financial Planner, CFP

Your Year-End To-Do List 2022

Posted by Creekmur Wealth Advisors on 1:34 PM on November 14, 2022

Before you start on your holiday to-do list, check these financial to-do's!

Experience tells us that those who run through these items annually are well set up to reach financial goals in the new year!

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Topics: Financial Planning

How Being Average Can Help You Thrive!

Posted by Connor Creekmur, MBA on 3:58 PM on November 10, 2022

Volatility is a word that we have heard a lot this year. Here are 5 Tips to help you survive & thrive in any financial environment.

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Topics: Financial Planning, Market turbulence, market volatility, volatility

What Kind of Gifts Are You Giving This Year?

Posted by Nicole Geraci, CFP®, AWMA® on 3:22 PM on November 4, 2022

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.

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Topics: Financial Planning, Certified Financial Planner, CFP, Tax Planning, charitable donations

How Can I Plan for Long-Term Care?

Posted by Andy Anderson, CFP® on 10:21 AM on September 29, 2022

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.

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Topics: Financial Planning, Insurance policies, Life Insurance, Certified Financial Planner, CFP, long-term care

Why do Business Owners need Life Insurance?

Posted by Nicole Geraci, CFP®, AWMA® on 10:06 AM on September 24, 2022

 

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Topics: Financial Planning, Goals, Insurance, Life Insurance, small business owner, small business, Certified Financial Planner, CFP

Should I Change My Level of Risk?

Posted by Andy Anderson, CFP® on 4:20 PM on September 12, 2022

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.”

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Topics: Tolerating Risk with Investments, Financial Planning, Investments, Investments and risk, market risks, Investment Advisor, Certified Financial Planner, CFP

Do I Need Life Insurance?

Posted by Connor Creekmur, MBA on 9:00 AM on September 5, 2022

3 Questions to Help you Decide!

When I was a student I got so stressed before tests! The week leading up to the test I would study loosely, be constantly stressed, and cram the day before.

Eventually, I learned to create a study plan two weeks before my test. I studied each day for a set time, had little stress, and usually performed well. With an appropriate plan I was able to enjoy my life without worrying about my test. I wasn’t planning for the worst but rather preparing myself so I would have freedom.

This is similar to the approach we use in life insurance planning.

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Topics: Financial Planning, Insurance, Life Insurance

Retirement Income Planning

Posted by Andy Anderson, CFP® on 2:09 PM on July 11, 2022

 

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Topics: Financial Planning, Goals, Planning, Retirement, Retirement Income, Certified Financial Planner, CFP

Cash Flow Management

Posted by Connor Creekmur, MBA on 12:00 PM on July 8, 2022

Cash Flow Management. What To Know and How Can It Help You?

If you ever google financial planning, there is no doubt that you will quickly come across the idea of budgeting. At Creekmur Wealth Advisors we prefer to focus less on budgeting and lean more into cash flow management as a foundation for beginning your financial journey.

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Topics: Financial Planning, Investing, Saving, saving and investing

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