Adam Potulski - Financial Advisor

Financial Advisor, Creative Financial Group www.1creative.com/licensing

09/25/2024

Last week, the Federal Reserve cut interest rates by 50 basis points instead of the typical 25, bringing the Federal Funds Rate to a range of 4.75%-5.00%. Let’s discuss how this rate cut, and potentially others in the future, might affect your portfolio.

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09/24/2024

You don’t have to have life figured out to figure out life insurance. Let’s find a life insurance solution for you and your family today.

09/19/2024

The capital markets experienced increased volatility last week amid concerns over a slowing economy and persistent inflation. Despite this, stocks held steady and approached historic highs. For more key insights, check out our weekly market perspective and let’s talk.

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Life insurance: The ladder strategy approach | MassMutual 09/17/2024

What’s ahead in life and how can you plan for it? Your strategy should be as unique as you. Let’s talk about how laddering may fit in.

Life insurance: The ladder strategy approach | MassMutual Laddering life insurance means buying different kinds of policies at varying lengths and times to serve specific functions and address particular risks.

09/17/2024

Take a step toward securing your future today with life insurance. Use our calculator to assess your needs, then work with me to find the coverage that’s right for you.

www.massmutual.com

09/12/2024

Clarify what your legacy means to you.
Let’s explore your wealth management options.

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Different types of annuities explained | MassMutual 09/11/2024

Annuities, like retirement plans, are not one size fits all. Let’s build one tailored for you.

Different types of annuities explained | MassMutual There are a variety of annuities that offer different payouts and benefits. This article helps you determine which type of annuity may be best suited for you.

09/11/2024

Last week the U.S. labor market was a key focus for investors. While the unemployment rate dropped slightly, the number of new jobs wasn’t quite as high as anticipated. Learn more with our weekly market perspective and let’s talk about any impacts on investing.

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09/10/2024

Together, we can find a life insurance solution that fits your life. Let's connect.

09/03/2024

Not sure how to take the first step for life insurance? Contact me. Together we can assess your needs to find the coverage that’s right for you.

09/02/2024

It’s Life Insurance Awareness Month, which is the perfect time to work together to make a plan that’s right for you. Let's connect.

Understanding gold: Its market use and who buys it | MassMutual 08/30/2024

What are the takeaways from the recent increase in gold value? Learn more with the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s chat about diverse investment strategies through challenging markets.

Understanding gold: Its market use and who buys it | MassMutual Taking a look at the shiny metal and some of the dynamics that cause prices to move.

Perception is not reality 08/29/2024

What are the odds you will become too sick or injured to work for an extended period of time? They may surprise you. Let’s make sure you’re protected.

Perception is not reality When it comes to disability income insurance your perception is not reality.

08/27/2024

Check out this income gap calculator to see if you’re on track for a smooth retirement.

www.massmutual.com

08/27/2024

Last week, capital markets were mostly stagnant, waiting for insights from the Federal Reserve's symposium in Wyoming. On Friday, Fed Chair Jerome Powell's speech provided some key takeaways for investors. Check out our weekly market perspective for the highlights and let’s talk.

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08/22/2024

Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

Annuities: How to Turn Retirement Savings into Retirement Income 08/20/2024

Regardless of how you’ve chosen to save through the years, you’ll need an income solution that you can’t outlive. Let’s talk about how an income annuity can help support your retirement needs.

Annuities: How to Turn Retirement Savings into Retirement Income An income annuity can convert your savings or a pension-plan lump sum into a lifetime stream of income. Here are the basics on how annuities work and some points to consider before buying.

08/20/2024

Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.

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08/16/2024

Struggling to figure out what will attract and retain employees without breaking your budget? Let's talk about the best options for your business.

08/13/2024

Is your business covered by a buy-sell agreement? Talk to me to learn about the benefits.

08/13/2024

With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.

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08/12/2024

Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?

08/09/2024

For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up along the way. Let’s make a plan that covers all your bases.

Market volatility?! Two charts to help soothe investor worries | MassMutual 08/09/2024

As the saying goes, ‘It’s not what happens, it’s how you react.’ Check out the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s discuss what to make of the recent volatility.

Market volatility?! Two charts to help soothe investor worries | MassMutual Capital markets are alive and well, albeit likely to be a bit volatile from time to time in the near term.

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Videos (show all)

Struggling to figure out what will attract and retain employees without breaking your budget? Let's talk about the best ...
Is your business covered by a buy-sell agreement? Talk to me to learn about the benefits.
For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up alo...
Make sure your summer to-do list includes protecting your family with life insurance.  Let’s connect.
Finding the right way forward is all about perspective. Contact me today to get the experience and expertise you need fo...
You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for di...
If you don’t have liquid savings on hand to fund short-term goals, learn how you may be able to sell or borrow against y...
You’ve heard the old adage, “It’s time in the market, not timing the market.” Let’s take a look at your time horizon and...
Executive Bonus Plans allow business owners to offer a valuable insurance benefit to their key employees. Contact me to ...
When you’re retired, bumps in the market can have a serious impact on your savings. Learn more about navigating market r...
Does market volatility make you nervous? Let’s talk about your risk tolerance and see what makes sense for your financia...
Which types of investments fit you best? Learn more by taking this short quiz and start a conversation with me today abo...

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Address


1305 Campus Parkway
Red Bank, NJ
07753

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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