Creative Retirement Planning, LLC

08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum

08/24/2026

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list!

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life

08/17/2026

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. Gen X-ers and Baby Boomers are going to approach shifting markets with different investment management strategies. Let’s take a look at both.

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years

08/11/2026

Social Security is often one of the most valuable sources of income in retirement, yet many people underestimate how much their claiming decisions matter. The age you file, your overall income strategy, and how it fits into your broader financial plan can significantly affect what you receive over time — in some cases adding up to more than $100,000 in lifetime benefits.

RSVP for the 13th or the 18th here: https://www.yoursvp.com/44a73b69-fa89-4cf7-96fe-dadbc1f5a9e5

08/10/2026

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. Let’s take a look at how inflation can affect your retirement plan in this week’s blog.

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts as a constant force that can erode

08/05/2026

Social Security can be one of the biggest assets in your retirement, but many people don’t realize how much timing and strategy can affect what they receive — sometimes by over $100,000.

RSVP Here: https://www.yoursvp.com/fa2356a3-37fa-4329-94e3-58f924cf10a0

08/03/2026

August is National Investors Month and a great time to review financial habits and look closely at your long-term retirement plans. Check out our blog for ideas to consider as you evaluate your investment plans and retirement portfolios.

August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of

07/27/2026

Does your retirement plan include healthcare and long-term care costs? The earlier you make a plan for it, the better!

For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can

07/27/2026

Timing is Everything: Are You Claiming Social Security Too Soon?

For many retirees, Social Security is the foundation of their entire retirement. But picking the wrong age to claim can cost you tens of thousands of dollars over your lifetime.

Don't leave your hard-earned money on the table. Learn the pros, cons, and hidden traps of the Social Security timeline so you can retire with total confidence.

For many retirees, Social Security isn’t just a monthly deposit—it’s the foundation of their entire retirement income. But choosing when to claim it isn’t as simple as picking a birthday and signing paperwork. It’s

07/20/2026

Can real estate help you meet your retirement goals? Check out this week’s blog to learn more about the challenges and opportunities real estate presents in retirement.

For many Americans, the American Dream concludes with a paid-off home and a sense of financial independence. However, as retirees enter their golden years, a common financial paradox often emerges: being house-rich and cash-poor. While a