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Schedule a Meeting
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866-273-2848
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
Local Team
Careers
Schedule a Meeting
Client Login
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.

Taxes

House Ways and Means Committee Approves Tax Portion of Budget Reconciliation Bill

May 16, 2025

high earner participating in an ESOP

Taxes

6 ESOP Tax Considerations for High-Income Earners

May 14, 2025

Investing

The Week in Charts (5/9/25)

May 12, 2025

High Net Worth, Investing

Why UHNW Investors Should Look Beyond Public Markets

May 8, 2025

Latest Podcast Episodes

DTMCoverArt06012023

Down the Middle

SignalOrNoiseCoverArt

Signal or Noise?

Editor's Picks

Estate Planning & Trusts, High Net Worth

Important Estate Planning Considerations for Ultra-Affluent Investors

Woman reads about market volatility in newspaper

Investing

Worried About Recent Market Volatility?

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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

Taxes

House Ways and Means Committee Approves Tax Portion of Budget Reconciliation Bill

May 16, 2025

couple on couch

Retirement

All About the Thrift Savings Plan

May 16, 2025

high earner participating in an ESOP

Taxes

6 ESOP Tax Considerations for High-Income Earners

May 14, 2025

Investing

The Week in Charts (5/9/25)

May 12, 2025

High Net Worth, Investing

Why UHNW Investors Should Look Beyond Public Markets

May 8, 2025

Financial Planning

The Social Security Login Transition

May 8, 2025

businessman discusses how to structure his business for tax purposes

Taxes

How to Structure Your Business

May 7, 2025

Woman gets her finances organized

Financial Planning

The Importance of Financial Organization

May 6, 2025

The Week in Charts 05 02 25

Investing

The Week in Charts (5/2/25)

May 5, 2025

Financial Planning

How Women Can Build Wealth

May 2, 2025

HNW businesswoman experiences lifestyle creep

Financial Planning, High Net Worth

4 Tips for Avoiding Lifestyle Creep

April 29, 2025

Business Advisory

How Nonprofits Are Using AI

April 25, 2025

Taxes

2025 Budget Resolution Approved

April 25, 2025

Risk Management

Charity and Disaster Relief Fraud

April 24, 2025

Man educated himself on the hidden costs of timing the market

Investing

The Hidden Costs of Market Timing

April 22, 2025

Investing

The Week in Charts (4/18/25)

April 21, 2025

Man cares for his parent and his child as part of sandwich generation

Financial Planning

Caring for Parents and Kids

April 17, 2025

Taxes

2025 State Estate and Inheritance Taxes

April 16, 2025

Risk Management

The Cost of Identity Theft

April 15, 2025

The Week in Charts - April 11 2025

Investing

The Week in Charts (4/11/25)

April 14, 2025

Business Advisory

The vCFO Advantage

April 10, 2025

Employee looks to diversify her stock holdings

Financial Planning, Investing

How NVIDIA Employees Can Address Their Concentrated NVDA Positions

April 10, 2025

Financial Planning, Retirement

The New Landscape of Retirement

April 9, 2025

Investor uses enhanced direct indexing

Investing

Enhanced Direct Indexing

April 8, 2025

Market Commentary

From Peter's Desk

A Volatile Week Ahead: Peter Mallouk’s Market Update for April 7, 2025

April 6, 2025

From Peter's Desk

A Market Update: Tariffs and Globalization

April 3, 2025

Investing

The State of the Markets (April 2025)

April 3, 2025

Joyful businessman talks on the phone

Financial Planning

Can Money Buy Happiness?

April 2, 2025

Market Commentary

Investing

Q1 2025 Market Commentary

April 1, 2025

Business Advisory, High Net Worth

7 Financial Planning Tips for Entrepreneurs

March 26, 2025

Taxes

Could the Inflation Reduction Act’s Tax Credits Be Reduced?

March 26, 2025

Investing

The Double-Edged Sword of Concentrated Holdings

March 26, 2025

The Ultimate Guide to Home Price Appreciation

Investing

The Ultimate Guide to Home Price Appreciation

March 25, 2025

Estate Planning & Trusts, High Net Worth

How to Select the Right Estate Planning Attorney

March 21, 2025

Estate Planning & Trusts, Financial Planning

Financial and Estate Planning Actions as Your Child Becomes an Adult

March 21, 2025

Business Advisory

Preparing Kids for Future Roles in a Family Business

March 21, 2025

Financial Planning, High Net Worth

Why Wealthy Families Are Shifting Toward Independent Wealth Management

March 21, 2025

Business Advisory, High Net Worth

Leveraging Direct Lending for Business Growth

March 21, 2025

Estate Planning & Trusts, High Net Worth

Family Communication Tips for a Smooth Generational Wealth Transfer

March 21, 2025

Business Advisory, High Net Worth

Important Considerations for Selling a Business in a High-Interest Rate Environment

March 21, 2025

High Net Worth, Risk Management

Protecting Your Wealth: Essential Property and Casualty Insurance for High-Net-Worth Families

March 21, 2025

Estate Planning & Trusts, High Net Worth

Important Estate Planning Considerations for Ultra-Affluent Investors

March 21, 2025

Financial Planning, High Net Worth

Beyond Investments: The 4 Pillars of Comprehensive Wealth Management

March 21, 2025

Management discusses how to get better feedback on employee experience

Business Advisory

Why Employee Engagement Surveys Are Failing

March 20, 2025

Taxes

Tax Considerations for Former Federal Employees

March 20, 2025

Woman reads about 401k mistakes

Investing

5 Mistakes You May Be Making in Your 401k Plan

March 19, 2025

Employee with significant company stock holdings

Financial Planning

Tax-Efficient Strategies for Nvidia Employees With Significant Stock Holdings

March 19, 2025

The Week in Charts March 14 2025

Investing

The Week in Charts (3/14/25)

March 17, 2025

Man and Woman looking at laptop

Financial Planning

The Social Security Fairness Act and Next Steps

March 14, 2025

woman learns cybersecurity tips to help safeguard her wealth

Risk Management

Cybersecurity Tips to Help Safeguard Your Wealth

March 13, 2025

Investing

Insights From the Russell 3000

March 12, 2025

Woman reads about market volatility in newspaper

Investing

Worried About Recent Market Volatility?

March 12, 2025

Investing

The Week in Charts (3/10/25)

March 10, 2025

Investing

From Cisco to Nvidia: Lessons From Past Tech Bubbles

March 5, 2025

Team of business professionals prepares for an audit

Accounting, Business Advisory

When Should My Business 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

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