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    • A FEW WORDS ABOUT US

      We here at Creative Senior Solutions specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      Should you take a lump sum or annuity for retirement?

      The wrong choice caused some to run out of money It turns out, many retirees choosing to take their employer’s 401(k) or pension as a lump sum for retirement are taking their lumps. About a fifth of retirement plan participants (21%) MetLife surveyed who received their pensions or 401(k)s as[...]

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      AT WHAT AGE SHOULD YOU PURCHASE AN INDEXED ANNUITY?

      The great thing about fixed indexed annuities is that they are a reliable retirement planning vehicle appropriate for people in a variety of life stages. However, there are a few rules of thumb to follow when thinking about purchasing a fixed indexed annuity. Of course, always speak with your [...]

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      2 Huge Things People Get Wrong About Retirement

      So much for the "golden years." Some 28% of recent retirees complain that life is actually worse in retirement than it was when they were working, according to a recent survey by Nationwide. The cause may be mismatched expectations. Pre-retirees tend to overestimate two factors that will be [...]

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    • IRA BLOG

      10 Things You Must Know about HSAs

      As the summer heats up, healthcare remains a hot topic. Will the ACA survive? Will Congressional Republicans succeed in repealing and replacing it? As we reach July these questions remain unanswered. One thing that is clear, however, is that Health Savings Accounts (HSAs) are playing a significant [...]

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      Over 59 1/2? You Must Know these Roth IRA and 401K Answers

      Over 59 1/2? You Must Know these Roth IRA and 401K Answers This week's Slott Report Mailbag looks into Roth IRAs, 401Ks, contributions, tax-free options, and more. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. [...]

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      Avoid This Costly Mistake At Death

      Avoid This Costly Mistake At Death It’s not exactly a fun thing to think about, but death is an absolute inevitability. When that time comes or more aptly, sometime before that time comes, there are a number of planning strategies that you can implement to make sure that you preserve tax benefits[...]

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