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In Case You Missed It: Our Most Popular Recent Articles, Podcasts and Videos

Creative Planning
Last Updated
December 30, 2021
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Highlights from Fourth Quarter 2021

Important Updates to President Biden’s Tax Plan
Breaking Down the Latest Developments and How They Could Affect You
By Adam Sueper, CPA

On October 28, 2021, White House officials released a 10-year, $1.75 trillion revenue package proposal. While the proposal still targets high-income earners and corporations, several previous initiatives didn’t survive the chopping block. In this article, we highlight the bill’s proposed changes to corporate and individual taxes, IRS modifications and key omissions that didn’t make the cut.

Year-End Financial Planning
Top Financial Tasks to Complete Before the End of 2021
By Carlos J. F. Lopez, MBA, CFP®

As we near the end of the year, now is a great time to check in on your finances and end 2021 on a positive note. Learn tips to help you wrap up the year with confidence, or download our Year-End Financial Planning Checklist to get started.

Down the Middle Podcast: The Financial Lessons of 2021
In this episode, Peter Mallouk and Jonathan Clements reflect on what we’ve learned this year about inflation, stock performance, NFTs and investment trends. Perhaps the biggest lesson of all is the difficulty in predicting the short-term direction of both markets and politicians.

The Rules of Gifting for the Season of Giving
A Practical Guide to Family Gifting Considerations
By Zach Cox, CPA

Does it ever feel like the process of gift giving is more complicated that it should be? Trying to choose a creative, personal gift for each loved one at least twice a year can really stretch the brain. While our wealth advisors can’t weigh in on your mom’s birthday present, they can help you navigate IRS gift tax rules as your make annual gifts to charities.

2021 Tax Filing: Important Documents and Deadlines
Preparing You for a Smooth Tax Season
By Candace Varner, CPA

As the year draws to a close, it’s never too early to start thinking about the 2021 tax filing season. Learn tips to help you assemble relevant tax materials and simplify the filing process.

Down the Middle Podcast: Pumpkin Spice Economics
Breaking Down What You’re Seeing with Labor Markets and Inflation

In this episode, Peter Mallouk and Jonathan Clements discuss what’s happening with labor markets and inflation, and how Federal Reserve policy has the potential to impact both. They also provide insight and tips regarding year-end considerations for your retirement accounts.

Protect Your Wealth from Four Common Threats
Don’t Let These Risks Threaten Your Savings
By Ealing Jahn, CFP®

You’ve worked long and hard to accumulate a nest egg and it has grown to a size that would be difficult, if not impossible, to replace. Don’t risk losing it. Learn steps you can take today to reduce your risk and protect your wealth long into the future.

At Creative Planning, we help our clients develop custom strategies to achieve their long-term goals. As a nationally recognized wealth management firm, we deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER™ practitioners, certified public accountants, insurance specialists, attorneys and other professionals dedicated to helping you achieve your goals. We work together to help ensure all aspects of your financial life are well cared for.

If you’d like help with any financial matter, please schedule a meeting with us today.

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This commentary is provided for general information purposes only and should not be construed as investment, tax or legal advice, and does not constitute an attorney/client relationship. Past performance of any market results is no assurance of future performance. The information contained herein has been obtained from sources deemed reliable but is not guaranteed.

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Peter Mallouk

President & CEO, Creative Planning

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