At Creative Financial Centre of Tremont, we are committed to helping individuals & families define and accomplish True Wealth throughout their lives by building long-term, professional friendships founded upon Trust, Service & Wisdom.Since 1995 we have been helping our clients work toward their financial goals through our personalized approach to wealth planning, accumulation, and preservation.
We believe that your future will be as unique as you are, requiring a specialized plan. Our goal is to form a partnership with you: to use our skills, expertise, and technology to help bring your dreams to reality.
Helpful Content
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
The Cycle of Investing
Investing should be easy, just buy low and sell high. But most have trouble following that advice.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance to loan.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Best Performing Asset Classes
The asset class that has the highest return one year may not perform as well the following year.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term care insurance.
View all articles
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Comparing Investments
Compares the return on a hypothetical taxable investment with tax-deferred and tax-free investments.
2011 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, and estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
View all presentations
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Power of Tax-Deferred Growth
Deferring taxes can be a powerful decision. It’s one reason 401(k) plans, annuities, and IRAs are so popular.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Cost of Procrastination
Procrastination can be costly, and when you get a late start, it may be difficult to make up for lost time.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.