Creative Financial Group

10/16/2026

🐾 Meet Rucca! Our Shelter Dog Spotlight of the Week! 🐾

We're back with week two of our Adopt a Shelter Dog Month series, and this week we're introducing you to a very special lady! ❤️

👑 Meet Rucca, a queen looking for her forever kingdom!

Born September 17, 2019, Rucca is a beautiful Lab and Great Dane mix with a big personality and plenty of love to give!

This sweet girl is looking for a home where she can be the one and only princess. She loves toys, walks, snuggles, and, of course, being the center of attention!

Rucca walks beautifully on a leash when things are calm, but she can be protective of her person when other dogs or distractions are nearby. She'll do best with someone who understands her needs and can give her the patience, love, and attention she deserves.

✨ A little more about Rucca:
🐾 7 years old
🐾 Lab/Great Dane mix
🐾 Loves toys, walks, and snuggles
🐾 Prefers to be the only pet
🐾 Looking for a loving, understanding home

Rucca has so much love to give, and we're hoping her perfect person is out there waiting for her! 🏡❤️

Help us find Rucca her forever home by sharing this post! Every share helps another shelter dog get one step closer to finding their family. 🐶

Click here to request to meet her: https://www.creeksiderescue.org/

10/12/2026

📣 Just a friendly reminder from all of us at Creative Financial Group: today is National Savings Day! 💰

Every dollar you set aside is a step toward the future you want. Take a moment today to revisit your goals. If you’d like someone to talk them through with, our door is always open! 🚪💚

10/12/2026

A CPA walks grandparents through funding a grandchild’s Trump Account: the shared $5,000 limit, gift tax rules, the $1,000 seed, and how it fits with 529 gifts.

A CPA walks grandparents through funding a grandchild’s Trump Account: the shared $5,000 limit, gift tax rules, the $1,000 seed, and how it fits with 529 gifts.

10/10/2026

A CPA compares Trump Accounts and custodial Roth IRAs, and explains the age 18 Roth conversion strategy that can make Trump Account growth tax free.

Discover the key differences between Trump Accounts and Roth IRAs for kids, including age 18 conversion rules, taxes, investment options, and long-term benefits.

10/09/2026

🐾 Meet Oatmeal & Raisin! 🐾

October is National Adopt a Shelter Dog Month! This month, CFG is using our social media to help some local pups get a little extra attention and, hopefully, find the families they’ve been waiting for. ❤️

Throughout October, we’ll be introducing you to adoptable dogs in our community and sharing their stories. Even if you aren’t looking to adopt, a like or share could help their future family find them!

We’re kicking things off with two adorable 5-month-old sisters, Oatmeal and Raisin! 🐶🐶 While these girls are sisters, they are not bonded and can be adopted separately—each is looking for a family to call her own.

Oatmeal and Raisin can be a little shy at first, but give them some time and they warm up quickly. Once they’re comfortable, get ready for plenty of puppy kisses! 😘

They love toys, playing, and spending time outdoors. They’re already crate trained and do great with dogs of all sizes, kids, and cats!

✨ 5 months old
✨ Female
✨ Up to date on vaccines
✨ Microchipped
✨ On prevention
✨ Crate trained
✨ Great with dogs of all sizes
✨ Great with kids & cats
✨ Love toys & the outdoors
✨ Full of kisses once they warm up! 💕

Could Oatmeal or Raisin be the newest member of your family? 🏡❤️

Go here to request to meet them: https://www.creeksiderescue.org/

Stay tuned each week as we introduce you to another local dog looking for a forever home! 🐾

10/08/2026

Happy Workiversary, Brian! 🎉

Brian has officially been with CFG for 9 years! As one of our advisors, he’s not only an important part of our team but also a light in our office.

When asked what he loves most about working at CFG, Brian shared that it’s the incredible team, the work we do for our clients, and most importantly, the relationships he’s built with those clients over the years. He says he sees himself as the “captain of their retirement team,” with the #1 goal of helping make their retirement the best it can possibly be.

We’re so grateful for everything you bring to CFG, Brian. Thank you for all your hard work and the care you show our clients every day!

Cheers to 9 years and many, many more! 🥂💚

10/08/2026

Happy 9-Year Workiversary, Brian! 🎉

For nine years, Brian has been an incredible part of the CFG team, serving his clients and building relationships that go far beyond financial planning.

One of Brian’s favorite parts about CFG is the team we’ve built and the genuine care everyone brings to their work. Over the years, he’s developed meaningful relationships with his clients and takes pride in being someone they can count on throughout retirement. He likes to think of himself as the “captain” of their retirement team, helping keep everything moving toward the same goal: making their retirement the best it can be.

Brian’s passion for his clients and what he does is evident every day, and we’re so grateful to have him on our team.

Congratulations on 9 years, Brian! Here’s to many more! 🥂💚

10/06/2026

🎉 Happy Birthday, Nick! 🎉

Behind every smooth account opening and every “it’s all taken care of” is Nick. As one of our processors, he keeps the details right so our clients never have to worry about them.

Thank you for everything you do for our team and our clients. We hope your day is as great as you are! 🎂

10/06/2026

What should you do in the 5 years before you retire? Explore key retirement planning steps to reduce taxes, maximize savings, and retire with confidence.

What should you do in the 5 years before you retire? Explore key retirement planning steps to reduce taxes, maximize savings, and retire with confidence.

10/02/2026

A CPA compares Trump Accounts and 529 plans on taxes, flexibility, financial aid, and control, with a clear funding order for most families.

A CPA compares Trump Accounts and 529 plans on taxes, flexibility, financial aid, and control, with a clear funding order for most families.