Creative Retirement Planning, LLC

10/26/2026

We spend a lot of time talking about financial health, but maintaining a proactive focus on your physical well-being is just as important as managing your finances. Read our blog this week to explore the connection between your physical health and your wallet and why it can’t be overlooked!

Retirement marks the beginning of an exciting new chapter, as leaving the workforce offers you the freedom to focus on what matters most to you. But to truly enjoy those years, maintaining a proactive focus on your physical well-being is just

10/21/2026

Think estate planning is only for the ultra-rich or something to worry about later in life? Think again! 💡

An estate plan isn't just about what happens to your stuff after you're gone—it protects your health, your finances, and your loved ones right now.

From choosing a trusted voice for medical choices to keeping your assets out of court, starting early gives you complete control over your future (and major peace of mind).

Ready to protect what matters most?

👉 Check out the full blog here:

If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and

10/19/2026

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. Check out our blog for some location ideas!

Retirement can offer the ultimate luxury: the flexibility to pack a bag and chase peak autumn foliage across the country on your own schedule. From coastal vistas to mountain passes, these top U.S. destinations pair breathtaking fall color with

10/12/2026

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your coverage. Take a look at our checklist to help you evaluate your options for 2027:

Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses have doubled. Running from October 15

10/07/2026

Did you know the difference between the best and worst Social Security claim decision can be worth over $100,000?

Nearly half of retirees claim at 62 and permanently shrink their lifetime payout. Don't leave your hard-earned money on the table!

Join us for a Free Social Security Workshop to discover:
✅ When to claim to maximize your monthly check
✅ Strategies to minimize taxes on your benefits
✅ How to coordinate Social Security with IRAs, pensions, & other assets
✅ Little-known strategies for spouse & survivor benefits

📍 Portage Lakes Branch Library (4261 Manchester Rd, Akron, OH)

📅 October 8, 2026 | 6:30 PM – 7:30 PM

Spots are limited—secure your seat today!

10/05/2026

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning can go a long way. Check out our blog for some quick tips to check up on your finances this month!

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the

09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and

09/24/2026

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 28th or the 30th here: https://retirementonly.com/retirement-planning-events/

09/21/2026

The market forecast is like a weather report. A chance of rain doesn’t mean you cancel everything; rather, it means you prepare with an umbrella or jacket. Is your retirement account ready no matter what the market forecasts?

For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your long-term goals and desired lifestyle. However, given ongoing

09/14/2026

Have you considered longevity risk in your retirement planning? We discuss its importance in this week’s blog. Check it out here:

When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading up to these years