Excel in Retirement

<p>Investment advisory services offered through CreativeOne Wealth, LLC. Clients Excel, LLC and CreativeOne Wealth are not affiliated companies. Licensed Insurance Professionals. Investing involves risk, including...

<p>I’m reading a book titled Think Ahead by Craig Groeschel, and one of the premises of the book is to pre-decide how we will react in given circumstances. My first thought was this would be a great book for teenagers...

<p>People come to us for financial planning at different stages of life. Most of our clients are closing in on retirement or they’re in retirement, but that can be a 10- to 15-year window of when people generally become...

<p>David starts out with a story about his recent vacation to Hilton Head Island with his family. Then he gets into some practical steps that can help you make good decisions. <br/><br/>Today, I have a few practical...

<p>Another unique position we have as a company is to be able to offer solutions larger corporatized offices often do not have the ability to do. We all know the bigger things tend to get, the slower they are to...

<p>Connect with David at hello@clientsexcel.com or call 864.641.7955. <br/><br/>Marty and Jess Ansen loved going on cruises so much they opted to cruise indefinitely. I came across an article that said, A retired couple...

<p>Last week the Federal Reserve board who determines if rates will rise or fall or remain met and determined that they were going to leave rates unchanged for the time being. The board is always vague about what comes...

<p>David tells a funny story about having mice. Here is the link to the newsletter he mentioned. <br/><br/>Excerpt from the show: The hurdle that some people have is taking the next step. They reached out for help...

<p>It's easy when we face something we’re not familiar with to shy away from it or move on to a topic we’re more comfortable with. Recently I saw on social media a way to understand our national debt better. This was...

<p>You’ve probably heard by now that Silicon Valley Bank failed last Friday. <br/><br/>It appears the bank rapidly took deposits over the last few years, and they needed somewhere to place their funds. And here begins...

<p>Like a lot of people, I’ve always had a job where I work with people, and it’s always fascinated me to try to figure out why people think the way they do. People are unique, but their themes are similar.</p><p>In my...

<p>With inflation at 40-year highs some seniors feel this year’s big cost of living increase in Social Security is falling short. Yahoo Finance had an article last week that said, “According to a new survey by the...

<p>When we age into the time we can claim Social Security the temptation is strong to get the money as soon as we can. In fact, most people claim as soon as they can at 62. I get it. I love having extra money in my...

<p>Did you ever read Sherlock Holmes? In the 1894 story entitled “The Adventure of Silver Blaze” Holmes noticed something odd when he was attempting to solve the mystery.</p><p>Holmes said, “the curious incident of the...

<p>The media and the government have gotten creative with answering whether we are in a recession or not in order to make our economic situation better than reality. The traditional definition of a recession is <b>being...