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Calculators

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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.

Reviews annual enrollment dates and options for Medicare participants.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Explains importance of rare-earth minerals and their role in technology and security.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

This calculator can help you estimate your annual federal income tax liability.

Use this calculator to estimate how much income and savings you may need in retirement.

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