Giving Back
…business owners, adults and youth, and many of Creative Planning’s employees teach courses in financial planning, tax services, law, business management, and more. Making a Positive Impact in Our Communities…
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Risk Management
The Corporate Transparency Act and Beneficial Owner Information Reporting
…the company’s previous year’s U.S. tax filing) Public companies registered with the Securities and Exchange Commission (SEC) under the Securities and Exchange Act Banks and credit unions Registered investment companies…
Financial Planning
Five Ramifications of Not Having a Financial Plan
…seem like chore, but it doesn’t have to be. If you find you’re having a hard time taking the first step, a professional advisor can help. Footnotes https://www.aboutschwab.com/modernwealth2019 https://www.nerdwallet.com/article/loans/student-loans/average-medical-school-debt https://www.goodreads.com/quotes/499411-if-you-don-t-know-where-you-re-going-you-ll-end-up…
Financial Planning
Are You Properly Planning for Longevity?
…help you achieve your specific retirement goals. If you’d like help planning for an early retirement, or with any other financial matter, please schedule a call. Footnotes: https://www.thoughtco.com/living-past-90-in-america-3321510 https://www.census.gov/newsroom/releases/archives/aging_population/cb11-194.html https://www.fidelity.com/viewpoints/personal-finance/plan-for-rising-health-care-costs…
Business Advisory, Risk Management
Why Hotlines Are Essential for Workplace Fraud Detection
…identified through tips, with 52% of those tips coming from employees, 21% coming from customers and 11% coming from vendors. In contrast, 14% of fraud was identified during an internal…
Business Advisory, Risk Management
Online and Offline Phishing Scams
…the computer as scammers employ in-person strategies, either face-to-face or over the phone. Following are some common online and offline phishing scams and tips to protect your company against them….
From Peter's Desk
10 Ways to Protect Yourself from Digital Threats
…your password to a website or computer, they don’t try whatever password combinations they can think of for hours on end. Instead, they rely on powerful computer programs to generate…
Financial Planning
UPA 2023 Financial Considerations for United Airlines Pilots
…levels by flying arduous schedules), the pilot group and the company have finally come to an agreement. The Creative Planning Aviation Team has been tracking progress on your contract, and…
Careers
…Director, Client Engagement Wealth Management/Marketing View Position San Jose Wealth Manager Wealth Management View Position Scarsdale, NY Wealth Manager Wealth Management View Position St. Cloud, MN Tax Associate Business Services…
Risk Management
How Permanent is Your “Permanent Life Insurance”?
…of the insurance company coming back and demanding more money to cover the higher cost to insure them in their later years. Whole life policies also accumulate a cash value,…
