Creative Retirement Planning, LLC

10/12/2026

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your coverage. Take a look at our checklist to help you evaluate your options for 2027:

Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But don’t wait until you reach the pharmacy counter only to find out your prescription expenses have doubled. Running from October 15

10/07/2026

Did you know the difference between the best and worst Social Security claim decision can be worth over $100,000?

Nearly half of retirees claim at 62 and permanently shrink their lifetime payout. Don't leave your hard-earned money on the table!

Join us for a Free Social Security Workshop to discover:
✅ When to claim to maximize your monthly check
✅ Strategies to minimize taxes on your benefits
✅ How to coordinate Social Security with IRAs, pensions, & other assets
✅ Little-known strategies for spouse & survivor benefits

📍 Portage Lakes Branch Library (4261 Manchester Rd, Akron, OH)

📅 October 8, 2026 | 6:30 PM – 7:30 PM

Spots are limited—secure your seat today!

10/05/2026

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning can go a long way. Check out our blog for some quick tips to check up on your finances this month!

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this topic all year long (and enjoy it!), we get that it might not be the

09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and

09/24/2026

Social Security is often one of the most valuable sources of income in retirement, yet many people underestimate how much their claiming decisions matter. The age you file, your overall income strategy, and how it fits into your broader financial plan can significantly affect what you receive over time — in some cases adding up to more than $100,000 in lifetime benefits.

RSVP for the 28th or the 30th here: https://retirementonly.com/retirement-planning-events/

09/21/2026

The market forecast is like a weather report. A chance of rain doesn’t mean you cancel everything; rather, it means you prepare with an umbrella or jacket. Is your retirement account ready no matter what the market forecasts?

For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your long-term goals and desired lifestyle. However, given ongoing

09/14/2026

Have you considered longevity risk in your retirement planning? We discuss its importance in this week’s blog. Check it out here:

When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading up to these years

09/09/2026

Don't let avoidable financial mistakes ruin your golden years—underestimating healthcare costs, claiming Social Security early, ignoring inflation, and lacking investment diversity can quickly drain your nest egg.

Read the full blog here!

Retirement marks the start of a new chapter filled with opportunities for relaxation, travel, personal growth, and more. However, a financially stable, smooth transition requires careful planning to avoid common pitfalls. Here are four mistakes to sidestep

09/08/2026

Can you pay for your child’s college tuition while keeping your retirement on track? Yes! Check out our blog to learn more.

You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet beneath the pride and excitement,

08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. You’ve probably accumulated a significant sum for retirement, but how do you put that sum