Creative Wealth Solutions and Insurance Services, LLC

08/25/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

08/17/2026

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to help build your wealth over the long term.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

08/14/2026

Our 6th Annual Creative Wealth Golf Classic benefiting the Epilepsy Foundation New England was another incredible success! ⛳️

Thanks to the tremendous support of our sponsors, players, volunteers, and donors, we came together for a fantastic day on the course in support of an organization and mission that mean so much to us. Together we raised over $32,000 for EFNE- a new record!

We couldn’t have asked for better weather, better company, or a better turnout. A huge thank you to everyone who participated, contributed, and helped make this year’s tournament possible.

We’re so grateful for your continued support and already looking forward to next year’s Classic!

Blair Breton Jason Bourque Bill Charrier Stephanie Carey Matt Hughes

08/11/2026

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial hangover and reset your budget before fall.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

08/06/2026

A huge THANK YOU to our incredible sponsors for supporting the 6th annual Creative Wealth Golf Classic! ⛳💙

Their generosity and partnership helped make this year's tournament a tremendous success while supporting the important work of the Epilepsy Foundation New England.

We are truly grateful for their commitment and support. Please join us in thanking our amazing sponsors for helping make this event possible!

08/03/2026

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4fK67Wx

07/30/2026

Financial professionals need to know every possible tool available to help these Gen X customers, while understanding the risks and rewards.

Financial professionals need to know every possible tool available to help these customers, while understanding the risks and rewards.

07/22/2026

Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.

Let’s talk about annuity solutions designed to help provide confidence in uncertain times.

*Bloomberg Markets coverage, 2026.

07/20/2026

We are proud to share that Blair and Jason have been recognized as two of the top insurance professionals in the state by Forbes | Shook Best-in-State Financial Security Professionals. This recognition is a true honor, and they owe it all to our incredible clients for their trust and support. Learn more about the list and the ranking methodology here https://bit.ly/4frNHbq

07/16/2026

Recent updates under SECURE 2.0 increased the required minimum distribution age to 73, providing more flexibility in retirement income planning.* With additional time before required withdrawals begin, it may be worth revisiting your strategy.

Let’s talk about income solutions designed to support your long-term goals.

*SECURE 2.0 Act of 2022 legislative updates.