Creative Financial Group In the Media

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

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John, Kurt and Brian as featured in Kiplinger

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Difference Between Roth IRA and 401K

November 23, 2021

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,…

What Is a Financial Advisor

November 19, 2021

If you want to get your finances and retirement in order, you need to organize and formulate a solid strategy to achieve those goals. This is a daunting task that…

When Can You Withdraw From 401K

November 16, 2021

401Ks are tax-advantaged retirement savings accounts, and many people contribute money to them every single year. Sometimes employers will match those contributions, creating the potential for you to build up…

How to Calculate Net Worth

November 12, 2021

One of the most useful and commonly evaluated financial metrics is net worth. Net worth is the value of everything you own, including financial and non-financial assets, minus everything you…

Is it Time for a Value Play?

November 10, 2021

The transition from growth to value and back to growth stocks often accelerated during the pandemic. Growth-oriented stocks usually outperform when the economy is on the rise. Therefore, growth stocks…

How to Evaluate a Stock

November 4, 2021

There are moments in history when people have claimed investment choices don’t matter because if the market is up across the board, you cannot fail. That is not true. In…

Savings Strategies

November 4, 2021

Some people have no trouble saving money — they stash away any cash they don’t need, and their account grows and grows. These people usually aren’t very materialistic and don’t…

How Inflation Risk Can Affect You

October 22, 2021

Inflation is a steady rise in the price of goods and services over time and actually signals both good and bad economic conditions. On one hand, as prices rise, someone…

Sustainably Investing in Our Future

October 12, 2021

While extreme weather events typically affect only certain parts of the country, there is increasing concern that climate change will affect the overall economy – including our investment portfolios. For…

Status Update: Young Adults in America

October 6, 2021

Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment and dramatic socio-economic turmoil. Not…

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