Creative Financial Group

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? 🏡❤️

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.

10/01/2026

Happy birthday to our co-founder, Kurt Supe! 🎉

Back in 2003, Kurt and John walked away from the comfortable route and built Creative Financial Group as an independent firm. 23 years later, he's still here every day, helping families plan the stretch between their last paycheck and the rest of their lives.

When he's not in the office, you'll probably find him on a hiking trail, cheering on UK and the Pacers, or hanging out with his German Shepherd and Cavapoo.

Kurt, thanks for building a place we're proud to be part of. We hope today's even half as great as you!

09/30/2026

Learn effective strategies to reduce your Required Minimum Distributions (RMDs), lower retirement taxes, and preserve more of your savings for the future.

Learn effective strategies to reduce your Required Minimum Distributions (RMDs), lower retirement taxes, and preserve more of your savings for the future.