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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

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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

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Determine whether you should consider refinancing your mortgage.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

How much life insurance would you need to produce a sufficient income stream for your family?

How much do you need to save each year to meet your long-term financial goals?

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