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At Creative Retirement Planning, we design a personalized plan that reflects your values and beliefs around money and aligns with your individual goals and priorities.
Below, we’re providing free downloads of some of our top financial insights to help you evaluate your investment and retirement plans. We hope you find these retirement and financial insight white papers helpful.
Legacy And Estate Planning
How To Successfully Communicate Your Plan
Estate planning is a function of preparing for the inevitabilities of life. People get sick or hurt, and you need a plan in place to determine what kind of medical care you’ll receive if this happens to you. People become incapacitated, unable to make important decisions on their own, or unable to live independently. And, of course, people die. Estate planning helps to protect your family and your assets in any of these unfortunate situations.
Maximizing Social Security
In Today’s World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Maximizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
2024 Tax Planning Guide
Your Roadmap To Reducing Taxes
We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.
