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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

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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

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Here are answers to some key questions about required minimum distributions.

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This article explains newly implemented and upcoming tariffs and their potential economic impact.

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

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

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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