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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

Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
Do You Know Who Your Beneficiaries Are?

Videos

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

Should You Pay Off Debt or Save for Retirement?

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Should You Pay Off Debt or Save for Retirement?

Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

Do You Know Who Your Beneficiaries Are?

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Getting Your Financial House in Order: Managing Credit and Debt

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Getting Your Financial House in Order: Managing Credit and Debt

Managing credit and debt is key to growing financially.

Secure 2.0 Act Seeks to Boost Retirement Readiness

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Secure 2.0 Act Seeks to Boost Retirement Readiness

The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

Getting Your Financial House in Order: Budget and Spending Plans

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Getting Your Financial House in Order: Budget and Spending Plans

These two budget strategies can help you plan what you will do with your money.

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

Handling Market Volatility

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Handling Market Volatility

These three actions can help you stick to a long-term investing strategy when markets are volatile.

Digital Deception: Watch Out for Cybercrime

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Digital Deception: Watch Out for Cybercrime

As online commerce and recordkeeping have expanded, so has cybercrime.

Financial Planning: Helping You See the Big Picture

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

The Basics of Social Security Retirement Benefits

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The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?

3 Potential Benefits of Dollar-Cost Averaging

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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

Getting Your Financial House in Order: Examining Your Relationship with Money

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Getting Your Financial House in Order: Examining Your Relationship with Money

Everyone has a relationship with money—what’s yours?

Getting Your Financial House in Order: Taking Inventory

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Getting Your Financial House in Order: Taking Inventory

Understanding your income and assets can help you identify your cash flow and track your net worth over time.

Saving for College with a 529 Plan

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Saving for College with a 529 Plan

Find out how a 529 savings plan can help you save for college.

Securities-Based Lending

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Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

A Tiered Investment Strategy

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A Tiered Investment Strategy

Find out how a tiered investment strategy can help balance income and growth objectives.

The Sandwich Generation: Caught in the Middle

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The Sandwich Generation: Caught in the Middle

Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.

Decrypting Crypto: Terms to Know

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Decrypting Crypto: Terms to Know

Interested in crypto? Here are terms you should know.

Social Security: When Should You Claim Retirement Benefits?

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Social Security: When Should You Claim Retirement Benefits?

The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.

Sector Investing

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Sector Investing

Here are some things to know about sector investing.

Getting Your Financial House in Order: Do I Really Need an Emergency Fund?

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Getting Your Financial House in Order: Do I Really Need an Emergency Fund?

Learn why it’s important to have an emergency fund and how to build one.

5 Points to Consider When Starting a Business

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5 Points to Consider When Starting a Business

Here are five things to think about if you want to start a business.

2026-2027 FAFSA Opens October 1

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2026-2027 FAFSA Opens October 1

After opening late the past two years, the 2026?2027 FAFSA is set to open on its typical start date of October 1.

Cryptocurrency: An Introduction

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Cryptocurrency: An Introduction

Do you know how cryptocurrency works?

The Road to Retirement Can Begin at Work

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The Road to Retirement Can Begin at Work

A workplace retirement savings plan offers three key benefits.

Navigating Your Social Security Statement

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Navigating Your Social Security Statement

Your personal Social Security statement contains estimates of your retirement, disability, and survivor benefits.

Staying on Top: 5 Tips for Maintaining a Strong Credit Score

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Staying on Top: 5 Tips for Maintaining a Strong Credit Score

Learn the factors that go into determining your credit score and five tips to maintaining a good score.

Women and Money: Taking Charge of Your Financial Future

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Women and Money: Taking Charge of Your Financial Future

On their path to financial security, women often face unique financial obstacles.

The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow

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The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow

Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55.

How to Be a Better Investor

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How to Be a Better Investor

Here are six investing principles that may help you become a better investor.

6 Reasons to Work with a Financial Professional

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6 Reasons to Work with a Financial Professional

Here are six reasons to work with a financial professional no matter what life stage you’re in.

Putting Together the Retirement Income Puzzle

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Putting Together the Retirement Income Puzzle

What key pieces will make up your retirement income puzzle?

The Cost of Waiting to Invest: Effect on Your Wallet Today

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The Cost of Waiting to Invest: Effect on Your Wallet Today

See how much you would need to save each month at ages 25, 35, 45, and 55 to reach $1 million at age 65.

The Latte Habit

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The Latte Habit

How little things can add up over time.

3 Factors to Consider When Investing for the Long Term

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3 Factors to Consider When Investing for the Long Term

These three factors will typically drive your long-term investment strategy.

Curious About NFTs? Here's an Introduction

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Curious About NFTs? Here's an Introduction

Curious about NFTs? Here an introduction to these unique digital assets.

Bonds and Bond Mutual Funds 101

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Bonds and Bond Mutual Funds 101

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

Pay Down Loan or Invest

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Pay Down Loan or Invest

Learn how to analyze whether to pay down a loan or invest extra funds instead.

Wealth-Building Strategies for HENRYs

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Wealth-Building Strategies for HENRYs

Are you a HENRY? Consider these three strategies to help build your wealth.

Taking a Closer Look at Target Date Funds

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Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

Taking a Financial Inventory

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Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

What Is a Financial Wellness Plan?

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What Is a Financial Wellness Plan?

A financial wellness plan is a strategy that strives to address four key objectives.

ETFs vs. Mutual Funds: What's the Difference?

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ETFs vs. Mutual Funds: What's the Difference?

Do you know the key differences between ETFs and mutual funds?

Roth IRA Basics

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Roth IRA Basics

Find out how a Roth IRA can help you build a source of tax-free retirement income.

Alternative Investments: The Pros and Cons of Branching Out

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Alternative Investments: The Pros and Cons of Branching Out

Alternative investing involves assets and strategies that go beyond the traditional mix of stocks, bonds, and cash.

Social Security 2025 COLA Is the Lowest in Four Years

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Social Security 2025 COLA Is the Lowest in Four Years

The Social Security Administration has announced a 2.5% COLA for 2025 – the smallest increase since 2021.

2025 Federal Income Tax Brackets

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2025 Federal Income Tax Brackets

Here are the 2025 federal income tax brackets.

Are Your Investment Decisions Influenced by Emotions?

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Are Your Investment Decisions Influenced by Emotions?

Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.

How Sequence of Returns Can Affect Your Retirement Savings

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How Sequence of Returns Can Affect Your Retirement Savings

Did you know that the sequence in which you earn investment returns can affect how much you end up with?

4 Things To Do in the 4 Years Before College

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4 Things To Do in the 4 Years Before College

These four steps can help you go into the college planning process wisely.

The Pros and Cons of a Big Tax Refund

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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

4 Money Mistakes You Might Be Making

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4 Money Mistakes You Might Be Making

Avoiding these four money mistakes can help you survive, even thrive, in any economy.

Your Retirement Savings Plan Comes with Tax Benefits

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Your Retirement Savings Plan Comes with Tax Benefits

Did you know your workplace retirement plan can help you manage your tax bill, both today and in the future?

Paying for College: Tapping a Mix of Resources

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Paying for College: Tapping a Mix of Resources

The typical family pays for college with a mix of savings, income, grant aid, student contributions, and loans.

What Is the 4 Percent Rule?

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What Is the 4 Percent Rule?

The 4% rule is a common guideline for how to withdraw money from your retirement portfolio — here’s how it works.

Should You Sell When the Market Drops?

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Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

What Is Socially Responsible Investing?

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What Is Socially Responsible Investing?

Socially responsible investing lets people put their money into companies that align with their personal values.

Stocks and Stock Mutual Funds 101

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Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
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