Creative Financial Group In the Media

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

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How To Help Maximize Social Security Benefits

February 10, 2021

There are good reasons to delay starting Social Security benefits, but there are also good reasons to begin them early. It really does depend on your circumstances. If you claim…

Global Recovery in a Post-Pandemic World

February 10, 2021

In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of the global pandemic, it put its long-standing Global Competitiveness Index rankings on…

2021 Outlook: Wealth Managers Weigh In

February 10, 2021

While challenges likely still lie ahead, there’s no denying we all weathered our fair share of storms in 2020. Now that the calendar has turned to a new year, we…

Roth IRA: Convert Now or Pay Later?

February 22, 2018

The wait is over. If you were delaying your plans to do a Roth conversion until you knew for sure that President Trump could deliver on his tax cut promises,…

6 Mistakes to Avoid When Planning Your Retirement

November 20, 2017

When we’re young, we tend to think about retirement as though it’s just a really long, really great vacation. We picture a house near the beach or a golf course.…

Unexpected Problems Can Hurt Your Retirement

June 30, 2017

As they look ahead to the future, too many retirement-minded investors simply haven’t paid enough attention to the setbacks and problems that can damage their plans and dreams for retirement.…

Roth IRAs: A Great Tool for Investors Looking for Tax Efficiency

May 18, 2017

One of the best things a financial adviser can do for you is provide strategies that can help preserve your assets against risk. Most commonly, people think of diversifying their…

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