Teaching Your Kids Financial Literacy
Few schools teach personal financial management. How can you ensure the children in your life are prepared for financial success? These six tips can help.| Creative Planning
Few schools teach personal financial management. How can you ensure the children in your life are prepared for financial success? These six tips can help.| Creative Planning
While saving for a child’s or grandchild’s college education may seem like an overwhelming task, taking small steps to put aside funds today can add up to big gains over time. The following tips can help you decide how to invest in a 529 plan.| Creative Planning
Leaving your career sooner than expected can significantly impact your retirement plan. These seven tips can help you navigate an early retirement.| Creative Planning
With each phase of retirement comes different priorities and financial requirements. Understanding these stages can help you live a more fulfilling life.| Creative Planning
Are you nearing retirement and considering an annuity? Learn the pros and cons and get annuity alternatives to help you get the most out of your retirement.| Creative Planning
If you're close to retiring then make sure you're on track with your financial goals with these four tips for planning income in retirement.| Creative Planning
An individual's buying power can quickly be eroded during periods of high inflation. The following tips can help position your portfolio to perform.| Creative Planning
With proper planning and some strategy, you can create your own retirement income using various sources of retirement income. These tips can help you get started.| Creative Planning
I don’t know if it’s just me, but it feels like gift giving is more complicated than it should be. Trying to think of a creative, personal gift at least twice a year really stretches the brain. Plus, this year we apparently aren’t going to be able to rely on our accustomed two-day shipping because ... Read more| Creative Planning
Using Your Savings to Make a Lasting Impact I work with many couples who are in their golden years and living securely in retirement. After successful careers and a lifetime of smart financial decisions, they now have a significant nest egg and they need to consider what will happen to their wealth in their later ... Read more| Creative Planning
Retirement can be stressful as you transition from saving to spending. Fortunately, these tips can help your marriage thrive in retirement.| Creative Planning
How do donor advised funds work? Are there any specific advantages to them? Learn more by watching our short video.| Creative Planning
A CPA breaks down a tax-smart way he saves for his children’s education expenses My favorite college savings tax planning opportunity is a 529 plan. As a father, saving for all my four kids’ college costs is one of my dreams. Unless I want it to be a pipe dream, I believe that I need ... Read more| Creative Planning
Three Tips for Dealing with Irrational Financial Anxiety Financial anxiety can hit at any age, and when someone is struggling to make ends meet, those worries are real and justified. However, that’s not the type of financial anxiety I’m referring to in this article. Here, I am addressing “irrational” financial anxiety, which can become especially ... Read more| Creative Planning
Taxes touch every aspect of your finances. Here are four ways proactive tax planning can help improve your financial outlook.| Creative Planning
Three Strategies for Transitioning From Saving to Spending in Retirement After decades of saving for retirement, you’re finally approaching the finish line and getting ready to transition into the next chapter of life. Congratulations! You have a lot to look forward to in your retirement years. Yet, making the shift from saving to spending in retirement can be difficult. ... Read more| Creative Planning
To properly estimate your healthcare expenses in retirement, you’ll first need to consider your possible healthcare needs.| Creative Planning
Regardless of your outlook on retirement, completing the following tasks before you retire can help ensure a smooth transition to the next chapter of your life.| Creative Planning
How HSAs Can Be Good for Your Health and Your Wallet Health savings accounts (HSAs) have grown in popularity over the last few years as a way to help offset the expenses of qualified high-deductible health plans. In 2022, the IRS allows individuals to contribute up to $3,650 to an HSA ($7,300 for families). Those ... Read more| Creative Planning
Getting the timing right for retirement can help mitigate the risk of being forced to withdraw from your portfolio sooner than anticipated.| Creative Planning
Retirement comes with many uncertainties. Ask yourself these three questions to determine whether you’re currently in a position to retire.| Creative Planning
The retirement landscape is undergoing changes that could impact the way Americans plan and save for the future. Learn five trends significantly transforming retirement.| Creative Planning
In the years leading up to retirement, be sure to focus on the things that will bring you joy, meaning and fulfillment throughout the next chapter of life. Get our tips.| Creative Planning
