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

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

Post Tax Season Planning Tips

Posted by Andy Anderson, CFP® on 11:00 AM on May 2, 2022

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.

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

Tax Planning Made Easy

Posted by Andy Anderson, CFP® on 4:24 PM on March 17, 2022

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.

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

Investing 101: A Three Step Plan to Investing Success

Posted by Connor Creekmur, MBA on 11:22 AM on February 22, 2022

One of the biggest issues that new investors run into is developing an easy-to-repeat, long-term investing strategy. Below I'm going to discuss three steps you can use to help develop your investing strategy. By having a set strategy every investor is better prepared to weather the inevitable volatility of the market.

What 3 Steps Should You Follow When Investing?

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Topics: Financial Planning, Goals, Investing, Investment Portfolio, Investments

Building A Recession Proof Retirement Portfolio

Posted by Andy Anderson, CFP® on 5:26 PM on February 7, 2022

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.

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

What Goals Do You Want to Accomplish In the New Year?

Posted by Andy Anderson, CFP® on 9:00 AM on January 17, 2022

3 Steps You Can Take Accomplish Your Goals In 2022

When the time comes to put a new calendar up on the wall, you have the opportunity not only to reflect on the year gone by but also to plan for the year to come.

You may be planning to send a child to college, purchase a new vehicle, take a family vacation, or go after a big promotion at work. With all the incredible experiences you have on the horizon, it can be easy to forget about those to-do list items that don't spark that same feeling of excitement as the goals themselves.

3 Things to Help Achieve Your Goals In The New Year

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

Carve Your Own Path & Create Your Dream Retirement

Posted by Creekmur Staff on 9:00 AM on September 14, 2021

How often do you think about retirement?

Most of us think about it a lot — at least four times a week.1

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Topics: Goals, Retirement, Retirement Income

Why should I set goals?

Posted by Andy Anderson, CFP® on 9:00 AM on January 14, 2021

“Do I have enough?” This is a question we hear all the time during our meetings with clients and prospective clients. While this question is often asked about retirement, we have heard it posed about countless other objectives clients are dreaming of and working towards:

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Topics: Financial Planning, Goals

Annual Financial To-Do List

Posted by Creekmur Wealth Advisors on 1:17 PM on December 12, 2019

New_Year_2020_4-08

Things you can do for your future as the year unfolds.

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider:

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Topics: Budgeting, Build True Wealth, Financial Planning, Goals, Investing, Investments, long term objectives, Planning, RMD, RMDs, saving and investing, Stay focused on objectives

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