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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

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

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Taking this quiz may help increase understanding of estate planning.

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As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to determine whether you qualify for the different types of IRAs.

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck