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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

Outlines how estates handle debts of deceased individuals.

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

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

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

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How much do you need to save each year to meet your long-term financial goals?

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

This calculator can help you determine whether you should consider converting to a Roth IRA.

Will you be able to afford nursing home care?

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