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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Five creative (and inexpensive) ideas for motivating your employees.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Can you keep up with your children’s mobile slang?
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Women must be ready to spend, on average, more years in retirement than men.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.