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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
- - - “Your wealth works harder when it works together”
    - Peter Mallouk
      
      President & CEO, Creative Planning
Radio
Locations
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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.

Retirees discuss what they can be thankful for this year at Thanksgiving table

Retirement

3 Things Retirees Can Be Thankful for This Year

November 19, 2024

Couple works to invest their cash that's been sitting on the sidelines

Investing

The Ultimate Guide to Investing Cash on the Sidelines

November 18, 2024

High net worth man learns year-end tax strategies

High Net Worth, Taxes

Year-End Tax Planning Strategies for High-Net-Worth Families

November 13, 2024

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

November 12, 2024

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Down the Middle

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Signal or Noise?

Editor's Picks

Investing

The Importance of Staying Invested

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

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The Week in Charts 11 01 2024

Investing

The Week in Charts (11/01/24)

November 4, 2024

Family gathers to discuss their estate plan

Estate Planning & Trusts

How to Discuss Your Estate Plan With Family Members

October 30, 2024

woman learns how to get the most from her health savings account

Financial Planning, Investing

How to Get the Most From Your Health Savings Account

October 29, 2024

Man discusses whom he should choose as his trustee with estate planning attorney

Estate Planning & Trusts, High Net Worth

Whom Should I Choose as my Trustee?

October 28, 2024

The Week in Charts 10 25 24

Investing

The Week in Charts (10/25/24)

October 28, 2024

Financial Planning, High Net Worth

10 Financial Do’s and Don’ts for Professional Athletes

October 28, 2024

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