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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.

Contact Us

Please feel free to contact us with any questions.

Calculators

You can review interesting Flipbooks on my site.

Flipbooks

You can review interesting Flipbooks on my site.

Flipbooks

Please feel free to contact us with any questions.

Flipbooks

Please feel free to contact us with any questions.

Flipbooks

You can review interesting Flipbooks on my site.

Flipbooks

Please feel free to contact us with any questions.

Flipbooks

Please feel free to contact us with any questions.

Neil H. Resnik, LUTCF

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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

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