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18 Years Worth of Days Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

Vickery Creek Capital Management, LLC, is an independent, investment advisory company that exists to serve a select group of successful families.

We help these families to:

1) Organize their financial affairs;

2) Make wise investment decisions.

One of the only investment firms in the United States to accurately predict the historic interest rate drop from 2010-present.

Macroeconomic Approach

“Vickery Creek” is a registered investment adviser, providing investment management and advisory services based on a determinate, proprietary, top-down macroeconomic approach to investing. We provide tailored solutions to clients in need of a comprehensive investment program coordinated by one of the best investment advisers available.

Vickery Creek is an objective, fee-only firm that does not accept compensation that is based on the investments it recommends. This critical distinction means that the company's revenue is inextricably tied to the performance of client accounts. It is therefore in our best interest for client investments to perform well. Vickery Creek receives payment in a clear, direct and transparent way.  We utilize bonds, stocks, ETFs, and mutual funds to help clients provide income now and income later for retirement.  In addition, we use fixed index annuities, survivorship insurance, and long term care insurance when needed.

Please know that if you are a client or a prospective client, this company was created for your benefit. Each person who works for this company has a great job and people like you make it possible. Thank you for your business / your interest in our company.

Please let us know if you would like to receive our complete Form ADV - which is public domain and on file with NASAA, FINRA, and the SEC by emailing a request to:  invest@vickerycreek.net

Helpful Content

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Teen Drinking and Your Liability

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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