Creative Financial Group In the Media


We help individuals and families work toward achieving their ideal retirements.

As Featured In:

media

John & Kurt as featured in Kiplinger

Kiplinger logo

What to Look for in a Financial Advisor

By webteam | December 28, 2021 | Comments Off on What to Look for in a Financial Advisor

Hiring a financial advisor should be taken seriously; after all, they will be privy to some of your most personal information. The financial world is incredibly complex, and advisors come in all shapes and sizes. Nearly anyone can technically call themselves an advisor, but their knowledge and expertise can significantly vary.   You should give…

Are Financial Advisors Fiduciaries?

By webteam | December 21, 2021 | Comments Off on Are Financial Advisors Fiduciaries?

Financial decisions are some of the most important ones we make in our lifetime. Purchasing a home, investing in the stock market, and planning for retirement are just some of the significant events that can shape our future. Many people want to be guided in those decisions and seek the assistance of a financial advisor.…

Retirement Checklist

By webteam | December 17, 2021 | Comments Off on Retirement Checklist

The countdown is on, retirement is fast approaching, and finally, you will get to enjoy the time you have worked so hard for all these years. Even if you were on top of your retirement planning from an early age or were a bit of a late bloomer when it came to saving, there are…

How To Build Wealth in Your 50s

By webteam | December 14, 2021 | Comments Off on How To Build Wealth in Your 50s

Not everyone starts saving for retirement at the same time. Of course, the earlier, the better, but it is never too late to get on track. For many Americans, hitting the 50-year mark triggers a shift in mentality regarding their finances. Retirement is fast approaching, and you want to ensure you have enough money when…

How to Invest for Retirement

By webteam | December 10, 2021 | Comments Off on How to Invest for Retirement

With the cost of living and the average life expectancy both on the rise, retirement planning has become more critical than ever. Everyone knows that they should start saving for retirement as soon as possible, but many people struggle with knowing how and where to invest their money.   Putting money away is just the…

How Investments Make Money

By webteam | December 7, 2021 | Comments Off on How Investments Make Money

Historically, investing has proven itself an excellent way to increase your wealth over time. It is strongly favored over basic savings accounts by financial experts and advisors around the world. Investing has the potential to bring financial goals like owning a home and retirement within reach.   But how exactly does the concept of ‘investing’…

Personal Savings Rates

By John Culpepper | December 3, 2021 | Comments Off on Personal Savings Rates

Everyone knows that saving money is a good idea, but many are unclear about how much they should really be putting away. Building up a nest egg is a generally accepted concept, but many people simultaneously struggle to manage their current expenditures and save for the future.   Your personal savings rate is an excellent,…

Why Retirement Planning is Important

By John Culpepper | November 30, 2021 | Comments Off on Why Retirement Planning is Important

We all dream of it, the golden years when we can finally sit back, relax, and enjoy our coveted retirement. For some, it might include beachside cocktails; for others, it could be a standing tee time at their favorite golf course. Dreaming is one thing; making it a reality is another.   You likely don’t…

What Does Tax Deferred Mean

By John Culpepper | November 26, 2021 | Comments Off on What Does Tax Deferred Mean

It goes without saying that nobody is a fan of paying taxes, and if given a choice, most people would hold off forking over the money for as long as humanly possible. The good news is that there is a way to put off the inevitable, and you can even take advantage of substantial savings…

Difference Between Roth IRA and 401K

By John Culpepper | November 23, 2021 | Comments Off on Difference Between Roth IRA and 401K

For many years, the only choice for a retirement savings account was the 401K. In 2006 the Roth IRA was introduced, giving companies and employees an alternative. At first glance, these savings accounts appear very similar, but a deeper look will unveil critical differences between them. Selecting the appropriate account could equate to thousands or…

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 317.788.1562