Retirement Spending: Sequence of Returns Matters

Posted by Andy Anderson, CFP® on 9:00 AM on August 31, 2021

You've spent years planning for retirement. But now you're wondering if your retirement dollars will last through the ups and downs of the stock market.

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Topics: Financial Planning, Retirement

ABC's of Insurance Planning

Posted by Andy Anderson, CFP® on 9:00 AM on July 20, 2021

At Creekmur Wealth Advisors, our job is to design unique strategies that help our clients reach their goals in the most efficient manner possible. However, despite our best efforts to plan for the future, sometimes life steps in and throws us a curveball. Experiencing a catastrophic life event could quickly derail an otherwise effective plan and leave us scrambling to pick up the pieces.

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Topics: Disability Insurance, Financial Planning, Insurance Risk, Life Insurance

3 Tips for Self-Employed Workers

Posted by Andy Anderson, CFP® on 9:00 AM on June 29, 2021

Much of the material available regarding personal finances is directed towards W-2 workers, or what we would consider a traditional “employee.” This makes sense, research from 2019 showed that roughly 72% of Americans are traditional employees.1 But, the other 28% of our working population has some specific financial planning needs as well. Today we want to touch on a few tips to help self-employed workers keep their financial house in order.

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Topics: Financial Planning, Retirement, small business owner, self-employed

Plan for True Wealth Tomorrow - Live True Wealth Today!

Posted by John Creekmur, MBA, CFP® on 4:55 PM on May 12, 2021

Here at Creekmur Wealth we're really focused on goals based planning. Our goal is to help each of our clients fulfill their goals for the future they envision for themselves. We call it True Wealth - All the things in life that money cannot buy.

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Topics: Build True Wealth, Financial Planning, From John's Desk

6 Accounts To Build a Solid Financial Foundation

Posted by Creekmur Staff on 9:00 AM on May 11, 2021
It's time to “get your financial house in order.” But, what exactly does that mean? 

There's a lot that goes into the process of getting your finances in order, but the first step is to be sure your financial house is built on a solid foundation. This means that you have six fundamental pillars (accounts) in place that are designed for sustaining your financial well-being and creating wealth. 

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Topics: Financial Planning, Investing, saving and investing

6 Reasons Why You Need a Financial Planner-part 2

Posted by Creekmur Wealth Advisors on 9:00 AM on May 4, 2021

As students of Behavioral Finance (how people make money decisions), we've witnessed a trend toward self-directed investing and financial planning. Some recent studies point to the fact that a growing number of investors prefer managing their financial interests without professional assistance.

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Topics: Financial Planning, Certified Financial Planner, CFP

It's Spring Cleaning Time!

Posted by John Creekmur, MBA, CFP® on 9:00 AM on April 29, 2021

It’s Spring! With the change of seasons comes everyone’s favorite time – Spring Cleaning. At our home we have been busy outside doing a Spring clean up in our yard & garden areas. As we clean and prune and plant new seeds, very quickly we start to see fresh new growth. It’s always exciting to anticipate the flowers and vegetables that we will enjoy in the months to come.

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Topics: Financial Planning, From John's Desk

6 Reasons Why You Need a Financial Planner-part 1

Posted by Creekmur Wealth Advisors on 9:00 AM on April 27, 2021

As students of Behavioral Finance (how people make money decisions), we've witnessed a trend toward self-directed investing and financial planning. Some recent studies point to the fact that a growing number of investors prefer managing their financial interests without professional assistance.

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Topics: Financial Planning

Are you a risk-taker or play it safe?

Posted by Andy Anderson, CFP® on 9:00 AM on March 18, 2021

Are you a risk-taker or do you play it safe? Do you jump out of airplanes for fun or is getting an extra serving of sprinkles on your soft serve your idea of risk? Each of us can look at our behaviors and determine whether the life we lead is high-flying risky or plain-vanilla safe. But can we do the same for our investments? Can you look at the stocks or funds you own and get a good idea of how risky your portfolio is? The answer is probably no.

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Topics: Financial Planning, Investments and risk, tolerating risk

Why is Tax Planning Important?

Posted by Andy Anderson, CFP® on 9:00 AM on February 18, 2021

Financial planning is a huge part of what we do here at Creekmur Wealth Advisors, so it's no surprise that tax planning is one area we spend a lot of time working in. When I talk about tax planning I am not talking about filling out and submitting your tax return every April 15th. Filing your taxes is necessary, but it's reactive or backward-looking. Tax planning, on the other hand, is a forward-looking, comprehensive approach to reducing lifetime taxes and increasing overall after-tax wealth.

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Topics: Financial Planning, Taxes in Retirment, taxes

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