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Dan Kresh | Jun 5, 2026

The Retirement Tax Time Bomb

#planning #taxes #retirement #rothira #rothconversion
Whether you're listening or not that clock starts ticking when you retire and failing to diffuse it before RMDs can blow up your retirement.
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Dan Kresh | May 26, 2026

The Costs That Never Hit Your Wallet

No budgeting app warns you that you’re underinvesting in your marriage. No retirement calculator flashes red because you missed too many family dinners chasing
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Dan Kresh | May 1, 2026

Playing with House Money

Personal Finance
Here is the truth; rent doesn’t build equity, but it buys flexibility. As work and the climate continue to change the value of flexibility is increasing while
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Dan Kresh | Apr 13, 2026

Retirement Jenga

#educational #retirement #planning #taxes #retirement #rothira #financialadvice
In Jenga, randomly pulling blocks is how you lose. Same with retirement; distribution order can be the difference between a plan that lasts and one that quietly
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Dan Kresh | Mar 17, 2026

Keep the Ball in Play

education
Investing
This piece explores why consistency quietly beats flash, and how “just keeping the ball in play” might be the most underrated strategy in both tennis and long
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Dan Kresh | Feb 23, 2026

The Question to Ask Your Money

Ask not what I can do for your money, but what your money can do for you.
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Dan Kresh | Jan 26, 2026

Money Isn't Fight Club

education
Financial Literacy
If talking about money were more common, financial literacy would not feel like some niche skill reserved for experts. It would feel like what it actually is: a
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Dan Kresh | Dec 16, 2025

The Estate Planning Detail That Quietly Overrides Your Will

Estate Planning
Properly updated beneficiary designations can direct a significant portion of what happens without court involvement. Despite this, most people are not aware: 1
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Dan Kresh | Nov 12, 2025

Should You Get a Perm?

education
life insurance
The Hair-Raising Truth About Life Insurance — and the Commissions That Come With It.
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Dan Kresh | Oct 29, 2025

Will Power

education
Estate Planning
Legacy Planning
Generational Wealth

It’s time for a little change of pace when it comes to my subject matter. This blog won’t be about money[i]. It can be a bit grueling to try to write something

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Dan Kresh | Sep 30, 2025

What Your Gut gets Wrong About Money

We didn't evolve to use money.
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Dan Kresh | Aug 15, 2025

Stuffed with things, starving for meaning.

budget
(3) budgeting
consumption Spending
Perhaps the biggest trap out there is this ill-conceived assumption that all your problems can be fixed by improving one side of the equation.
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Phone: 631-232-9170
Fax: 631-232-9175
Email: lrivera@creativewealthllc.com

   

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1377 Motor Parkway,
Suite 205
Islandia NY 11749

Michael D. Kresh and Daniel S. Kresh are Registered Representatives of and offer securities products and services through Commonwealth Financial Network. Member FINRA/SIPC, a registered broker-dealer. The Financial Advisors associated with this website may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services are separate from and not offered through Commonwealth Financial Network®. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.Creative Wealth Management, LLC, 1377 Motor Pkwy, Suite 205, Islandia, NY 11749. 631.232.9170 Investment in securities involves risk, including the potential loss of principal invested. Material presented is not intended as specific investment advice. Please consult a qualified investment professional prior to making any investment decisions.

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