Category: financial planning

LATEST POSTS

  • IN-THE-MARKETS FINANCIAL-PLANNING BUSINESS-PLANNING BUDGET

    Newsletter: In the Markets – Week-Ending July 21st, 2017

    by Peter J. Creedon

    Newsletter: In the Markets – Week-Ending July 21st, 2017 Crystal Brook Advisors We Make Financial Planning Crystal Clear   United States:  The LEI increased 0.6 percent in June, its largest monthly increase since December 2014. The June gain also marks the tenth consecutive month in which the index moved higher.   Eight of the components added…

  • UNCATEGORIZED FINANCIAL-PLANNING

    Utilizing Snapchat for Social Conscious Investing

    by Peter J. Creedon

    Did you know Crystal Brook Advisors launched a Snapchat last week? @CrystalbrookNYC Snapchat is exploding in popularity among all types of people from all over the world. Young professionals, entrepreneurs, college students, even parents are snapping pictures and adding geotags to share pictures and videos in real-time. It seems like nowadays everyone has a Snapchat…

  • FINANCIAL-PLANNING BUSINESS-PLANNING BUDGET

    Top 11 Things You Need To-Do Before Year End

    by Peter J. Creedon

    As 2016 starts to winds down you need to do a few important things if you are a freelancer, small business owner, or earn 1099 income. CPA Tax review: The first thing I recommend is schedule an appointment with your Tax Advisor, (Certified Public Accountant (CPA), or Enrolled Agent (EA), and meet by early December…

  • FINANCIAL-PLANNING RETIREMENT

    Why You Should Be Careful Making Early Withdrawals from Your Retirement Fund

    by Peter J. Creedon

    One of the questions my clients most frequently ask is “is there any way I can make early withdrawals from my retirement fund without being taxed?” The short answer is no. There may be exceptions for after-tax contributions and your company may permit loans against the funds, but put simply, if money goes into a…

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