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Creative Financial
Professionals

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 calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

Neil H. Resnik, LUTCF

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

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Discusses ETF adoption and advantages over mutual funds.

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Explains that landlord policies don't cover tenants' personal property.

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How much can you afford to pay for a car?

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

Will you be able to afford nursing home care?

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

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