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Creative Wealth Financial Group, Inc.

Helping Put The Financial Pieces Of
Your Life In Order

5455 Jaeger Rd.
Naples, FL 347109


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Social Security: By the Numbers Are Alternative Investments Right for You?

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Helpful Content

What's My 2023 Tax Bracket?

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

How to Get Your Finances Ready for Retirement

Everyone has a vision of their retirement in their heads.

The Basics of Investing

What’s the connection between cars and financial management?

Insight to a Maddening Employment Report

Here’s why the August jobs report was particularly maddening.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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