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Creative Wealth Financial Group, Inc.

Helping Put The Financial Pieces Of
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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

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Paying Off a Credit Card

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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