Creative Financial Group In the Media

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

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John, Kurt, Andrew and Brian featured in Kiplinger

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Navigating Financial Changes in 2024: A Guide to Smart Investments

May 30, 2024
Navigating Financial Changes in 2024

As we step into 2024, the financial landscape is evolving rapidly. For our clients who have already accumulated significant wealth, navigating these changes requires strategic planning and informed decisions. At…

Avert a Tax Surprise in Retirement: Get Ready With a Roth

February 29, 2024

When you think about planning for a successful retirement, what’s the first thing that pops into your head? If you’re like a lot of people I’ve met with over the…

How to Build Your Financial House From the Foundation Up

July 30, 2023

When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life. If you’re a fan…

A Medicare Surcharge That Might Surprise You If You’re Not Careful

August 9, 2022

Who out there has heard of IRMAA? Likely, not many. When I hold seminars and ask who’s heard of IRMAA, few people raise their hands. For those who haven’t and…

What to Look for in a Financial Advisor

December 28, 2021

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…

Are Financial Advisors Fiduciaries?

December 21, 2021

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…

Retirement Checklist

December 17, 2021

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…

How To Build Wealth in Your 50s

December 14, 2021

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…

How to Invest for Retirement

December 10, 2021

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…

How Investments Make Money

December 7, 2021

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.…

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