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
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
The Facts About Income Tax
Millions us faithfully file our 1040 forms every April, but there are some things about federal income taxes that might surprise you.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Important Birthdays Over 50
Starting at age 50, several birthdays and “half-birthdays” have implications regarding your retirement income.
Deciding on Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
9 Facts About Social Security
Social Security's been around since 1935, but there are things about it that might surprise you.
Understanding Long-Term Care
Understanding the types of long-term care services – and what those services may cost – may be critical.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of a hypothetical taxable investment and a tax-deferred investment.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Long-Term Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Life Expectancy?
Estimates how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Provides an understanding of taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, and estate management documents and tactics.
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Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The Cycle of Investing
Investing should be easy, just buy low and sell high. But most have trouble following that advice.
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.