Creative Financial Group

Understand the tax rules for surviving spouses and learn strategies to reduce taxes and protect your retirement income.

How Are Taxes Different for a Surviving Spouse? - Creative Financial Group Learn how taxes change after losing a spouse, including filing status, tax brackets, Social Security benefits, inherited retirement accounts, and smart planning strategies.

Can you feel that chill in the air? 🍂 Fall always starts a little early at CFG!

Today, we kicked off the season with pretzels, apple cider, caramel corn, marshmallows, caramel apples, and plenty of other fall treats. 🎃🍎

We’re so grateful to have a team that genuinely enjoys spending time together and celebrating the little things. Cheers to our CFG team and the start of another great fall season! 🍁🧡

Please join us in wishing Anthony a very happy birthday! 🎊🎉🎂

This is Anthony’s first birthday at CFG, and we’re so excited to celebrate him!

Anthony is part of our planning department, where he helps turn your financial goals and wishes into a plan for the future. We’re so happy to have him on the CFG team!

Happy Birthday, Anthony! We hope you have a great day! 🎉

Learn how much you can safely withdraw from your retirement savings without running out of money. Explore withdrawal strategies and planning tips.

How Much Can You Safely Withdraw From Your Retirement Savings? - Creative Financial Group Learn how much you can safely withdraw from your retirement savings without running out of money. Explore withdrawal strategies and planning tips.

It’s 401(k) Day! Two things a lot of people don’t realize about their retirement plan: you may be able to roll into an IRA at 59½ while still contributing, and the “rule of 55” can let you tap your 401(k) penalty-free if you leave your job at 55 or older. Swipe for the details from our CFG advisors. 💡

Twenty-five years later, we remember.

Today, we honor the nearly 3,000 lives lost on September 11, 2001, the families who continue to carry their memory, and the first responders and everyday heroes who showed extraordinary courage.

We remember the unity, compassion, and strength that brought people together in the days that followed.

May we continue to honor their memory by never forgetting.