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Blog

Dan Kresh | Apr 2, 2024

A View From the Top

#planning #taxes #retirement #rothira #financialadvice
You do not pay your bills in retirement with the balances in your accounts. You pay your bills with your after-tax money.
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Dan Kresh | Mar 12, 2024

Time heals all wounds, Except Panic Selling

behavioral economics
Personal Finance
cognitive biases
psychology of money
Trying to buy low and sell high is much harder than you think. Our instincts, stink (when it comes to long-term investing). Learn when you shouldn't trust your
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Dan Kresh | Feb 28, 2024

Paws Before you Rollover to Avoid the Retirement Doghouse

#planning #taxes #retirement
One mistake on a 60-day rollover could derail your retirement planning, learn what to do instead.
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Dan Kresh | Feb 14, 2024

S&P 5000

market commentary
#planning #investing
If you can’t see the forest for the trees, it’s impossible to know if you’re out of the woods yet
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Dan Kresh | Jan 26, 2024

The American Dream?

housing
Investing
wealth building
Home ownership can be a great investment over time, but not necessarily for the reasons you think.
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Dan Kresh | Dec 29, 2023

The Roth Advantage Part 4: Time

education
Retirement
tax planning
There's no time like the present
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Dan Kresh | Nov 28, 2023

The Bull who Cried Bear!

Wealth is what you Don't see
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Dan Kresh | Nov 7, 2023

The Roth Advantage Part 3: Roth Conversions[i]

Retirement
#planning #taxes #retirement #rothira #rothconversion
Roth conversions for adults are like eating vegetables first to a 6-year-old, the idea might not be palatable when you first hear it, but it could be beneficial
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Dan Kresh | Oct 16, 2023

The Roth Advantage Part 2: First Time Home Buyers

Just because you can, doesn't mean you should. Read the blog to find out why.
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Dan Kresh | Sep 29, 2023

The Roth Advantage Part 1

#planning #taxes #retirement #rothira #rothconversion
Could paying more taxes than you have to this year be a good move for the future?
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Dan Kresh | Sep 15, 2023

Solar with Two Sons

sustainability
energy
solar

Just a few months after getting married in 2016 my wife and I found out we were expecting twin boys and realized our one-bedroom apartment wasn’t going to cut

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Dan Kresh | Aug 22, 2023

Mind The Gap: Part 3

Budgeting
Conclusion of the 3 part series
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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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