Staying Out of Debt Once You Get Out of Debt

Posted by Creekmur Wealth Advisors on 12:01 AM on November 21, 2018

 

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Topics: Budgeting, Uncategorized, consumer debt, getting out of debt, paying off debt, Staying out of debt

Is Generation X Preparing Adequately for Retirement?

Posted by Creekmur Wealth Advisors on 10:53 AM on November 13, 2018

Future financial needs may be underestimated.

If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of your parents or grandparents; within the next 10-15 years, you will probably be thinking about how your own retirement will unfold.1

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Topics: Uncategorized, Financial Planning, Retirement

Retirement Plans For Every Stage

Posted by Creekmur Wealth Advisors on 4:27 PM on November 6, 2018

retirement-stages

How can you create a solid retirement plan? How can you help ensure that your True Wealth is protected? Most people have at least one, if not multiple, 401(k)s, 403(b)s, IRAs, Roth IRAs, and Brokerage accounts.  But how many of you are truly leveraging other useful savings tools like HSAs, Roth IRA Conversions, and the Saver’s Credit just to name a few? Very few people are fully utilizing all of the financial tools available to them. That is why we would encourage you to consider looking at these underappreciated options for potentially greater retirement savings:

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Topics: 401k, Uncategorized, Retirement, Roth Conversions, Roth IRAs, RetirementRSS

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

Tolerate the Turbulence

Posted by Creekmur Wealth Advisors on 11:26 AM on October 23, 2018

Look beyond this moment and stay focused on your long-term objectives.

 

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Topics: bull market, Uncategorized, Wall Street Shocks, Investments and risk, long term objectives, Market turbulence, market volatility, Stay focused on objectives, tolerating risk

Investing Means Tolerating Some Risk

Posted by Creekmur Wealth Advisors on 8:40 AM on October 16, 2018

That truth must always be recognized.

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place.

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Topics: Tolerating Risk with Investments, Uncategorized, emergency fund, Investments and risk, market risks, Retirement

Filling Out The FAFSA

Posted by Creekmur Wealth Advisors on 10:42 AM on October 10, 2018

There is really no reason to wait.

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Topics: Uncategorized, College Planning, FAFSA, FAFSA app, FAFSA apply by phone, Filling out FAFSA

When Is Social Security Income Taxable?

Posted by Creekmur Wealth Advisors on 11:21 AM on October 2, 2018

To find out, look closely at two factors.

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility.

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Topics: charitable IRA gift, Claiming Social Security, Uncategorized, Financial Planning, RMD, Social Security income, Tax on Social Security Income

Retirees, Check Your Withholding

Posted by Creekmur Wealth Advisors on 11:07 AM on September 25, 2018

It may need to be adjusted due to the 2017 federal tax reforms.

The Internal Revenue Service has a message for you. You may need to adjust the amount withheld from your paycheck or the size of your estimated tax payments because the agency is using new withholding tables this year. Should you underpay your taxes for 2018, you could be hit with a tax penalty in 2019.1

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Topics: Uncategorized, Required Minimum Distributions, Retirement, RMD, Tax withholding, Taxes in Retirment

Discover the 403(b)  

Posted by Creekmur Wealth Advisors on 11:07 AM on September 18, 2018

discover-403b

This retirement plan allows teachers & employees of non-profits to invest for their futures.

Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help you save and invest for retirement in the same way – a 403(b).

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Topics: 403(b), Uncategorized, Financial Planning, Retirement, tax deferred growth, Teachers savings plan

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