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The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust It May Be Time for a Financial Checkup Forecast
 

Full Service Financial, Estate, Retirement, and Income Planning

With something as personal as your finances, it’s important to work with an advisor you trust and with whom you want to work for the long-term. After all, building a financial plan is not a one-time event; it is an ongoing process that requires adjustments as your life or goals change. At Wealth Creation Concepts, we want to fill this role in your life. We welcome the opportunity to guide you along your financial path. Contact us to take the first step.

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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Determine your potential long-term care needs and how long your current assets might last.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Principles

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

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Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Retirement Plan Distributions

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