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Creative Financial
Professionals

Creative Financial
Professionals

Creative Financial
Professionals

Creative Financial
Professionals

Creative FinancialProfessionals

4500 Westgrove Suite 356
Addison, TX 75001

Phone:

972-380-0063 Toll Free: 800-529-5740

Fax:

972-380-0097

E-mail:

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Flipbooks

You can review interesting Flipbooks on my site.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting Flipbooks on my site.

Flipbooks

You can review interesting Flipbooks on my site.

Flipbooks

Please feel free to contact us with any questions.

Flipbooks

Please feel free to contact us with any questions.

Flipbooks

You can review interesting Flipbooks on my site.

Flipbooks

Please feel free to contact us with any questions.

Flipbooks

Please feel free to contact us with any questions.

Neil H. Resnik, LUTCF

Provides tips for managing rising food prices through smart shopping.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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How Long Will Your Funds Last?

Will you be able to afford nursing home care?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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