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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.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting Flipbooks on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Flipbooks

Please feel free to contact us with any questions.

View Flipbooks

Neil H. Resnik, LUTCF

How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Expectancy

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

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cash Flow Analysis

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

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