Social Security: When Should You Claim?

Posted by Andrew Pisel on 9:00 AM on May 16, 2022

The biggest and most important decision an individual can make when starting retirement is the age they will decide to take social security. I stand by the fact that this is the most crucial decision you will make in your financial life and will have a huge impact on your financial plan depending on the decision that is made.

The majority of Americans are under informed about the rules surrounding social security and how the benefits program works. And we are not alone. If you have ever called the social security office, you may have realized that the workers may even be ill-informed as well.

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Topics: Claiming Social Security, Investing, Investment Portfolio, Social Security, Social Security income

Three Tax Facts To Consider

Posted by Andrew Pisel on 1:22 PM on March 29, 2022

Many people in the workforce have a retirement savings vehicle option available through their company benefits program. The most common are the 401(k) or 403(b). These retirement vehicles that allow people to save money in a tax deferred account and receive tax deferred growth throughout the course of their life.

This means that the money going into this account is not taxed at an individual's current income rate, but is deferred until that person decides to remove dollars from the account.

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Topics: Investing, Investment Portfolio

February News Roundup & Perspective

Posted by Drew Creekmur, MSPFP on 9:00 AM on February 25, 2022

Every few weeks we compile a list of articles and books which we believe would be helpful to investors who want to make wise, informed decisions. All of these are relevant to current events  or the long-term financial planning methodology that we here at Creekmur Wealth practice with our clients every single day.

If you have any questions you can reach out to our team via email or by scheduling a call using the link below. With that in mind, lets dive in!

Schedule your Personal Q&A Call Here


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

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

3 Costly Investing Mistakes to Avoid

Posted by Andrew Pisel on 3:30 PM on February 14, 2022

Hello! Before we dive in, I want to take a quick moment to introduce myself as a new Wealth Advisor at Creekmur Wealth Advisors here in Morton Illinois. I started my career in the industry with a company out of Colorado as a mutual fund/ETF wholesaler. From there I transitioned to TD Ameritrade and worked with retail investors in the Illinois.

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Topics: Investing, Investment Portfolio

Your Diversified Portfolio vs. the S&P 500

Posted by Creekmur Wealth Advisors on 10:46 AM on October 30, 2018

How global returns and proper diversification are affecting overall returns. 

 

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Topics: Uncategorized, Why is my portfolio not performing?, Diversify Portfolio, Investment Portfolio, S&P 500, Stock Market

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