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Services
Insights
- - - Insight Topics
    - Financial Calculators
  - - Podcasts
    - Down the Middle®
      
      Financial Markets & Investment Philosophy
      
      Rethink Your Money™
      
      Financial Advice
      
      Signal or Noise?
      
      Market Trends & Analysis
- - - Podcasts
About
- - - About Creative Planning
  - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Family Office
Wealth Management
401k & Business Services
- - - Retirement & Foundations
      - Retirement Plan Services
      - Institutional
  - - Business Services
Insights
About
- - - About Creative Planning
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Visit Creative Planning International

Home > Insights

INSIGHTS

Featured Insights

Check out our latest posts on financial planning, investing, tax strategies, estate planning and trusts, insurance or our specialty practices.

woman learns cybersecurity tips to help safeguard her wealth

Risk Management

Cybersecurity Tips to Help Safeguard Your Wealth

March 13, 2025

Investing

Worried About Recent Market Volatility?

March 12, 2025

Investing

The Week in Charts (3/10/25)

March 10, 2025

Team of business professionals prepares for an audit

Accounting, Business Advisory

When Should I Get an Audit, a Review or a Compilation?

March 5, 2025

Latest Podcast Episodes

DTMCoverArt06012023

Down the Middle

SignalOrNoiseCoverArt

Signal or Noise?

Editor's Picks

High-income earner learns about tax reductions strategies from his wealth manager

High Net Worth, Taxes

Tax Reduction Strategies for High-Income Earners

Multigeneration family discusses whether to create a donor-advised fund or private charitable foundation

Financial Planning, High Net Worth

Private Family Foundation vs. Donor-Advised Fund

All Insights

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Accounting
Business Advisory
Estate Planning & Trusts
Financial Planning
From Peter's Desk
High Net Worth
Investing
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Retirement
Risk Management
Taxes
Technology

woman learns cybersecurity tips to help safeguard her wealth

Risk Management

Cybersecurity Tips to Help Safeguard Your Wealth

March 13, 2025

Investing

Worried About Recent Market Volatility?

March 12, 2025

Investing

The Week in Charts (3/10/25)

March 10, 2025

Team of business professionals prepares for an audit

Accounting, Business Advisory

When Should I Get an Audit, a Review or a Compilation?

March 5, 2025

Risk Management, Taxes

The Dirty Dozen Tax Scams to Avoid in 2025

March 4, 2025

E-commerce business owner needs help with sales tax compliance

Business Advisory, Taxes

Sales Tax Compliance for E-Commerce Businesses

February 26, 2025

Couple doing their taxes may be overlooking commonly missed deductions and credits

Taxes

Often-Overlooked Tax Deductions and Credits

February 26, 2025

The Week in Charts 02 25 25

Investing

The Week in Charts (2/25/25)

February 26, 2025

Creative Planning Partner and Private Wealth Manager Jessica Culpepper

Jessica Culpepper on Managing Wealth for Billion-Dollar Clients

February 21, 2025

Startup business executive is leaving company but has concentrated stock

High Net Worth, Investing

Leaving a Company With Concentrated Stock

February 20, 2025

Man with dementia talks to doctor

Risk Management

Understanding Dementia Risk

February 19, 2025

Couple with high net worth ponders umbrella insurance

High Net Worth, Risk Management

The Role of Umbrella Insurance for HNW Individuals

February 18, 2025

The Week in Charts Thumbnail 02 17 25

Investing

The Week in Charts (2/17/25)

February 18, 2025

Financial Planning, Insights

Financial Planning and Wealth Management for Athletes

February 14, 2025

Financial Planning

How to Give a Financially Meaningful Valentine’s Day Gift

February 13, 2025

UHNW family takes flight on private jet

Financial Planning, High Net Worth

Financial Support for Ultra-High-Net-Worth Families

February 13, 2025

The Week in Charts Thumbnail-Feb 11 2025

Investing

The State of the Markets (February 2025)

February 12, 2025

Couple reads email from advisor regarding their year-round tax planning

Taxes

Year-Round Tax Planning

February 6, 2025

CEO discusses ESOP exit strategy with his employees

Business Advisory

Is an ESOP the Right Exit Strategy for Your Business?

February 5, 2025

Federal Employee Meets Friends to Discuss 2025 Federal Employee Buyout Offer

Financial Planning

Financial Implications of the 2025 Federal Employee Buyout

February 4, 2025

The Week in Charts January 31

Investing

The Week in Charts (1/31/25)

February 4, 2025

Business People Work on Their Software System

Technology

Solving for “Brute Force” Software Systems

January 29, 2025

Coworkers of various ages work together playing foosball

Financial Planning, Investing

How to Boost Your Net Worth in 2025

January 27, 2025

The Week in Charts - January 24 2025

Investing

The Week in Charts (1/24/25)

January 27, 2025

Estate Planning & Trusts

Is Your Estate Plan Ready for 2025?

January 24, 2025

woman works on counteracting her scarcity mindset

Financial Planning

Is a Scarcity Mindset Holding You Back?

January 23, 2025

Streamline Financial Management for Rural Schools With Strategic Outsourcing

Technology

How to Streamline Financial Management for Rural Schools With Strategic Outsourcing

January 21, 2025

The Week in Charts 01 17 25

Investing

The Week in Charts (1/17/25)

January 21, 2025

Accounting

Cash Flow Forecasting

January 16, 2025

Job hopper leaves workplace feeling confident he will avoid 401k mistakes

Investing

Job Hoppers: Avoid These 401k Mistakes

January 15, 2025

Man Goes Through Files to Take Care of Financial Matters After Losing His Home

Financial Planning, Risk Management

Financial Steps to Take After Losing Your Home

January 8, 2025

Teacher is happy she will benefit from Social Security Fairness Act

Financial Planning

The Social Security Fairness Act

January 8, 2025

2024: The Year in Charts

Investing

2024: The Year in Charts

January 7, 2025

Woman ponders pros and cons of zero tax retirement while on hike

Financial Planning, Retirement

The Pros and Cons of a Zero-Tax Retirement

January 7, 2025

Senior couple makes financial new years resolutions

Financial Planning

Financial Resolutions That Stick

January 6, 2025

mature woman and man in relationship plan retirement together

Financial Planning, Retirement

5 Tips for Retirement Planning With a Partner

January 3, 2025

Quarterly Market Commentary

Investing

Q4 2024 Market Commentary

January 1, 2025

Investing

Put These Charts on Your Wall (2024 Edition)

December 26, 2024

Man considers investment in private credit

High Net Worth, Investing

The Rising Popularity of Private Credit

December 23, 2024

man goes back to work after initially retiring

Retirement

The Surprising “Unretirement” Trend

December 19, 2024

Couple learns tips for a happier 2025

Retirement

7 Tips for a Happier 2025

December 18, 2024

Senior couple avoids holiday scams

Risk Management

4 Holiday Scams to Avoid

December 13, 2024

The Week in Charts 12 13 24

Investing

The Week in Charts (12/13/24)

December 13, 2024

FAQs About Social Security Child Survivors Benefits

Financial Planning

Social Security Benefits for Children: A Safety Net for Kids

December 12, 2024

Nature loving couple discusses aligning their money with their values

Financial Planning, Investing

Aligning Your Money and Your Values

December 12, 2024

woman and husband cook together while discussing changes coming to Medicare in 2025

Financial Planning, Retirement

3 Changes Coming to Medicare in 2025

December 11, 2024

Audit Committee Meets to Help Its Business Perform at Its Peak

Risk Management

3 Important Functions of an Audit Committee

December 10, 2024

The Week in Charts Thumbnail 12 06 24

Investing

The Week in Charts (12/06/24)

December 9, 2024

High-income earner learns about tax reductions strategies from his wealth manager

High Net Worth, Taxes

Tax Reduction Strategies for High-Income Earners

December 6, 2024

Woman rethinks her career with an eye on retirement

Financial Planning, Retirement

Rethinking Your Career With an Eye on Retirement

December 6, 2024

retired woman attends doctor appointment

Financial Planning, Retirement

3 Tips to Plan for Rising Medical Expenses in Retirement

December 5, 2024

Senior woman looks at her laptop

Financial Planning

Just Inherited an IRA?

December 4, 2024

Business people discuss the New Markets Tax Credit (NMTC) program

Business Advisory, Taxes

Tips for Maximizing Your New Markets Tax Credit

December 2, 2024

Woman learns tax deadlines for this year

Taxes

2024 Tax Filing: Important Documents and Deadlines

December 2, 2024

Financial Planning

Money and Relationships

November 27, 2024

Businesswomen Discuss Overtime Rule Being Overturned

Payroll Services

U.S. Department of Labor’s Overtime Rule Overturned in Totality

November 26, 2024

Senior man giving present to young woman on Christmas

Taxes

A Refresher on Gift Taxes

November 26, 2024

The Week in Charts 11 22 2024

Investing

The Week in Charts (11/22/24)

November 25, 2024

Senior couple travels internationally

Retirement

On Medicare and Planning to Travel?

November 21, 2024

Woman's hands with pen and mobile phone writing out a checklist

Financial Planning

Your Year-End Wealth Planning Checklist

November 21, 2024

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