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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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Explores how investment strategy changes once retirement begins.

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The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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

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

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much will it cost to pay off a loan over its lifetime?

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