Creative Financial Partners

Creative Financial Partners Our mission is to assist our clients in designing individual plans to reach their financial goals.

Don't wait til the last minute this year!!!📫📧As tax season gets underway, the U.S. Postal Service has updated how postma...
03/10/2026

Don't wait til the last minute this year!!!📫📧

As tax season gets underway, the U.S. Postal Service has updated how postmarks are applied — and that change could matter for time-sensitive mail.

Under the revised process, some mail pieces may receive a postmark based on when they’re processed by USPS, rather than the date they’re dropped off or collected. For documents where the postmark date determines whether something was submitted on time, this distinction can be important.

That includes items such as:
➡️ Tax returns and supporting documents
➡️ Estimated tax payments
➡️ Requests for extensions
➡️ Other official forms or correspondence tied to filing deadlines

With this change in mind, allow extra mailing time. You may want to confirm which electronic or in-person submission options will help reduce last-minute issues during a busy filing season.



Source:

Dates on mail now reflect when it’s processed, not when it’s dropped off

A rare Pokémon “Illustrator” card recently sold for $16.5 million, bringing renewed attention to collectibles as a poten...
03/06/2026

A rare Pokémon “Illustrator” card recently sold for $16.5 million, bringing renewed attention to collectibles as a potential alternative asset.

According to data cited in the article, secondary trading card sales volume has nearly doubled over the past two years. The Pokémon index has gained approximately 145% in the past year, compared to roughly 15% for the S&P 500 over the same period.

However, collectibles carry distinct considerations:
➡️Limited liquidity and reliance on auction markets for pricing
➡️Value driven largely by buyer demand
➡️Potentially higher capital gains tax rates (up to 28% for certain items)
➡️Performance that can differ significantly from traditional securities

While some investors explore trading cards, art, wine, and watches for diversification, these items are often viewed as complementary holdings rather than substitutes for broadly diversified portfolios.

As interest in alternative assets grows, understanding both the opportunities and the trade-offs is important.


Source:

AJ Scaramucci thinks trading cards have experienced tremendous growth, and thus they, and other collectibles, are great alternative investments.

02/17/2026
Our offices are closed today, we will open Tuesday at 9am..
02/16/2026

Our offices are closed today, we will open Tuesday at 9am..

The Olympic Spirit is strong in our office!!! 🇺🇸🇺🇸🇺🇸🇺🇸
02/05/2026

The Olympic Spirit is strong in our office!!! 🇺🇸🇺🇸🇺🇸🇺🇸

Make this a habit...
01/22/2026

Make this a habit...

January is National Financial Wellness Month, which means it's a great time to examine your money habits, priorities, an...
01/20/2026

January is National Financial Wellness Month, which means it's a great time to examine your money habits, priorities, and peace of mind.

Financial wellness isn't about being perfect with money. It’s about building a life that feels stable, supported, and sustainable—whatever that looks like for you.

That might mean:
📝 Reflecting on your current goals
🔁 Making small changes to your budget
📅 Automating your savings
💬 Checking in with someone you trust

No matter where you are in your journey, your financial health matters.

What an impact he has had...📈🏦💱After more than six decades leading Berkshire Hathaway, Warren Buffett is marking a major...
01/16/2026

What an impact he has had...📈🏦💱

After more than six decades leading Berkshire Hathaway, Warren Buffett is marking a major transition, providing an opportunity to reflect on the principles that have shaped his long career.

Throughout the years, Buffett has emphasized key ideas such as patience during market uncertainty, staying within areas where you have a strong understanding, and focusing on long-term outcomes rather than short-term noise. Those themes have guided his leadership through multiple economic cycles.

As one chapter comes to a close, his perspective continues to resonate as a reminder of the value of discipline, consistency, and thoughtful decision-making.



Source:

The advice that legendary investor Warren Buffett offered on investing and life over the years helped earn him legions of followers who eagerly read his annual letters and filled an arena in Omaha every year to listen to him at Berkshire Hathaway’s annual meetings.

Intersting things to ponder for this year....🤔As the U.S. enters 2026, economists are watching several key factors that ...
01/15/2026

Intersting things to ponder for this year....🤔

As the U.S. enters 2026, economists are watching several key factors that may influence the economic landscape in the year ahead. While growth held up better than expected in 2025, many households continue to feel pressure from elevated costs.

Among the biggest questions are whether inflation will continue to cool, how the Federal Reserve may respond to changes in employment, and whether housing affordability will improve gradually over time. Experts are also monitoring how the adoption of artificial intelligence could affect job growth and productivity, as well as whether stock market gains can be broadened beyond a small group of leading companies.

Taken together, these factors suggest a year shaped less by dramatic shifts and more by gradual adjustment, as businesses and consumers respond to evolving economic conditions.



Source:

From stubbornly high living costs to a softer labor market, economists say these are the forces that will shape the year ahead.

What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that ...
01/13/2026

What are Wall Street’s best and brightest looking for in 2026? If you toss out the highest and lowest, you can see that the other forecasts settle into a pretty tight range for the year. What the table doesn’t show is that there will be highs and lows during the year. There will be times when stock prices look invincible. And there will be times when you wonder why you invest in stocks at all.

Proud of our newest team member Jack Etue as he heads overseas to serve our country!  Godspeed Jack, thank you for your ...
01/12/2026

Proud of our newest team member Jack Etue as he heads overseas to serve our country! Godspeed Jack, thank you for your service, see you soon!! 🇺🇸🪖🎖️❤️

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2222 Centennial Road
Toledo, OH
43617

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 12pm

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