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Creative Financial Professionals

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Articles

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Retirement Planning

When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

Tax Planning

A 1035 exchange allows you to exchange your life insurance policy for one from another company without tax liability.

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