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Creative Financial Professionals
Address:
4500 Westgrove Suite 356
Addison, TX 75001
Phone:
972-380-0063 Toll Free: 800-529-5740
Fax/Other:
972-380-0097
E-mail:
Newsletters
Will you outlive your retirement income? Are your financial expectations for the coming year realistic?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
May
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
April
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
March
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
February
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
January
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
December
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
November
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
October
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
September
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
August
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
July
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
June
This article explains why tariffs have shaken the markets and provides an overview of long-term trends that may help investors put the current volatility in perspective.
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
This article provides an overview of how debts are settled after the death of a loved one.
Thanks to a new federal law and rules issued by the U.S. Department of Transportation, airline passengers could have extra consumer protections.
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
Small businesses that handle potentially sensitive information about customers, employees, or competitors should be proactive about addressing this risk.
Newsletters
Will you outlive your retirement income? Are your financial expectations for the coming year realistic?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
What’s in the New Tax Legislation?
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