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Creative Financial
Professionals

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 calculators on my site.

Flipbooks 2

You can review interesting Flipbooks on my site.

Contact Us 2

Please feel free to contact us with any questions.

Calculators 2

You can review interesting calculators on my site. 

Flipbooks 3

You can review interesting Flipbooks on my site.

Contact Us 3

Please feel free to contact us with any questions.

Calculators 3

You can review interesting calculators on my site.

Neil H. Resnik, LUTCF

Explains how future tax rules may impact deductibility of charitable donations.

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Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Describes convertible bonds and their balance of stability and upside.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How Long Will Your Funds Last?

Estimate the future value of your current savings.

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