Shannon Thompson, CFP - Creative Wealth Management Group

10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/14/2026

A thoughtful financial strategy can help protect that progress toward your career, home, and goals while keeping it all moving forward. Let’s build a plan tailored to what matters most to you.

10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

10/01/2026

Retirees with annuities have reported higher well-being than those with defined contribution plans. Let’s talk about how reliable guaranteed income can take the stress out of retirement.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

09/28/2026

Protect your business and shape your future. I can help.

09/24/2026

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

09/20/2026

May this Yom Kippur bring peace, reflection, and renewal.

09/17/2026

Studies show that 21.8 million American seniors have no alternate form of income other than social security. Now is the time to ensure that you have a foolproof retirement plan that will allow you to retain your way of life once you decide to stop working. Let’s talk about bolstering your retirement plan today.

09/16/2026

Legacy isn’t only what you leave behind; it’s how you leave it. Updated beneficiaries and organized documents can help reduce confusion and help preserve your intentions. Let’s schedule a quick life insurance check-in.