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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

The world of higher education is constantly evolving. Here are some key updates for 2026.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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

How Long Will Your Funds Last?

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

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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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