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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

About Creative Wealth Builders

"It's never crowded along the extra mile" ~ Dwyer
For all of life's journeys, travel with us, we go the extra mile

Creative Wealth Builders, LLC was founded by Pamela Diamond, CPA/PFS to provide superior investment management and financial planning services to all who wish to achieve their financial goals. As an independent, fee-only planner, she is able to provide competent and objective advice, enabling her clients to realize their financial goals without requiring any set portfolio value or net worth minimums. This flexibility allows her clients to receive the professional guidance, skills and knowledge which would otherwise only be available to “high net worth” individuals. In addition, all of the portfolio analysis, monitoring and implementation is personally performed by Pamela Diamond, so you can be assured that her 25 years of experience is working directly for you. Pamela Diamond, CPA/PFS and Creative Wealth Builders, LLC does not sell any products or mutual funds. She does not receive any commissions or fees of any kind, from any company, organization or individual. 100% of the revenue she receives is from her satisfied clients.

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Reviews annual enrollment dates and options for Medicare participants.

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Describes benefits of volunteer travel for personal growth and giving back.

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Explains how future tax rules may impact deductibility of charitable donations.

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Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This calculator can help you determine how soon you can pay off your mortgage.

This calculator is designed to help you attach a dollar figure to your life’s work.

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