Recently, a former client called and asked if he could return to the warm embrace of CPD. I said “Sure, but why?”  He said I was Snuffied by one of

Did you graduate high school prior to 1965?

  Did you graduate high school prior to 1965? Are you a newly minted septuagenarian? If you turned 70 1/2 last year, the rules of the IRS require you to crack your nest egg.

Is it Time for a Change?

How Do You Know When You Need a New Pension Administrator? Selecting the right pension plan administrator for your company is critically important. It takes time and patience to initiate your search, conduct your

Creative Plan Designs, Ltd.

Hi, Ron here. I used to work for one of the legacy consulting firms.  I liked the work and loved my clients, but not the environment:  it was the old model of fixed salaries,

When was the last time you updated your beneficiary forms?

Back in 2007, one of our client’s died, Before he lost his battle with cancer, he did all the things people do when they care for others, including making sure his children received the


When the Goldbergs were building their house, they soon learned of their builder’s somewhat unscrupulous side. Cheaper products used here, no sky lights there, a corner or two cut somewhere else, etc. Every time

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Stay tuned for insight from Dr. Ron Stair, President of Creative Plan Designs, LTD. He will be blogging about business, retirement, important legislative updates, golf and more.