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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

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

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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

Use this calculator to estimate how much income and savings you may need in retirement.

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