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
Best Performing Asset Classes
The asset class that has the highest return one year may not perform as well the following year.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Lots of Variable with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance to loan.
How Will Working Affect Social Security Benefits?
Understanding how working affects benefits can help you make the most of your retirement income – including Social Security.
Best Performing Asset Classes
The asset class that has the highest return one year may not perform as well the following year.
TIPS for Inflation
If you are concerned about inflation – and expect short-term interest rates may increase – TIPS could be worth considering.
What Do Your Taxes Pay for?
What do your tax dollars pay for? Here's a breakdown of how the federal government money spends the money.
Understanding Long-Term Care
Understanding the types of long-term care services – and what those services may cost – may be critical.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Inflation & Retirement
Estimates how much income may be needed at retirement to maintain your standard of living.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of a hypothetical taxable investment and a tax-deferred investment.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Provides an understanding of taxes, tax-favored investing, and tax strategies.
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The U.S. Credit Downgrade
On Friday, August 5, 2011, S&P lowered its credit rating for the U.S. This may help put the downgrade in perspective.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Cycle of Investing
Investing should be easy, just buy low and sell high. But most have trouble following that advice.