Creative Financial Partners

09/01/2026

It will be here before you know it!!...🎒✏️🏫🎓

September is College Savings Month, and it's a good time to think about what you want your child's future to look like. Every family's situation is different. If you have questions about what college savings options might make sense for your household, reach out. That's exactly what we're here for.

08/19/2026

08/04/2026

Remember: 76% of people do not have a will....

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

08/01/2026

Be a part of the 24%, don't wait! 🎯

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help your legal counsel facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

07/31/2026

School Days, School Days....🚌🎒📚🚸

Ready to tackle back-to-school season without breaking the bank?

Discover these easy-to-use budgeting hacks to ease the financial strain. Swipe on for clever tips to help start the school year off on the right foot!

Know someone who could use these tips? Tag them to share!

07/29/2026

It's always a good time to evaluate your financial goals...💰💰😊

07/24/2026

Just because it's summer break, does not mean your high school or college student cannot still learn a few things...

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to talk to them about money!

💬 Whether it's learning to budget, building credit, or understanding paychecks, a little financial education at home sets the stage for smart choices later.

🤝 Parents + students: Let's use this time to help build habits that last well beyond graduation. Reach out today or tag a friend below!

07/21/2026

Peace of mind for a family and yourself cannot be underestimated...🤔👨‍👨‍👧‍👧❤️

Life insurance is often framed as something you only think about "just in case."

But for many people, it can be part of a broader financial foundation—supporting both current flexibility and future considerations.

From how coverage works to what employer benefits actually provide, understanding the basics can make it easier to decide what fits your situation.

Several factors affect the cost and availability of life insurance. And any guarantees associated with a policy depend on the issuing insurance company's ability to continue making claim payments.