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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.

View Flipbooks

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting Flipbooks on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Neil H. Resnik, LUTCF

Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Beneficiary Designations: Who Gets the Money?

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

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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