Articles / Insights & Guidance from our Leading Professionals

March 31, 2020
Quick Reference Guide for COVID-19 Assistance Packages
[ Updated 4/3/2020 ] The below guide provides an overview of the key government support initiatives to aid individuals and business owners mitigate the financial impact of the coronavirus pandemic. The information below is subject to change as additional details emerge around how these programs…
by Candace Varner, CPA & Jeffrey Stolper, CPA, CFP & Jonathan Knapp, MBA, CFP
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March 27, 2020
Individual Planning with the CARES Act
by Jeffrey Stolper, CPA, CFP & Peter Mallouk, JD, MBA, CFP, President
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March 24, 2020
Navigating a Pandemic - Part 4
by Peter Mallouk, JD, MBA, CFP, President
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Podcasts / Discussions with our Investment Leaders

Episode 25
Divorce: Does It Affect My 401k?
Peter Mallouk and his guest, Key Account Manager – Retirement Plans Kristen Shope discuss what happens to your retirement plan during a divorce.Peter and Kristen take a look at the process that your retirement plan goes through during divorce settlements and how long the process…
The 411 On 401K
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Episode 24 – Roth vs. Pre
Tax
The 411 On 401K
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Down the Middle
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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING