Some things you might consider before saying goodbye to 2021
What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes occurred in your personal or professional life, then you may want to review your finances before this year ends and 2022 begins. Proving that you have all the right moves in 2021 might put you in a better position to tango with 2022.
Read More
Topics:
Uncategorized,
Financial Planning,
Investing,
Planning,
Retirement
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.
Read More
Topics:
Financial Planning,
Retirement
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.
Read More
Topics:
Disability Insurance,
Financial Planning,
Insurance Risk,
Life Insurance
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.
Read More
Topics:
Financial Planning,
Retirement,
small business owner,
self-employed
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.
Read More
Topics:
Build True Wealth,
Financial Planning,
From John's Desk
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.
Read More
Topics:
Financial Planning,
Investing,
saving and investing
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.
Read More
Topics:
Financial Planning,
Certified Financial Planner, CFP
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.
Read More
Topics:
Financial Planning,
From John's Desk
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.
Read More
Topics:
Financial Planning
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.
Read More
Topics:
Financial Planning,
Investments and risk,
tolerating risk