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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.

View Flipbooks

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

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Life Insurance for Two

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

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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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Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Expectancy

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

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