Archives: Press

Post Type Description


  • Can You Use Your IRA to Buy a House?

    by Peter J. Creedon

    An IRA is a tax-advantaged retirement savings account for individuals…

  • Retirement: What Percentage of Salary to Save?

    by Peter J. Creedon

    The numbers are much worse for those who start late. If you waited until age 45 to start saving, you would need to put aside an unrealistic 27% of your salary for retirement. This would pretty much force you to work until age 70 so you could save a more realistic 10% annually. “Time can…

  • Advisors: How to Make Robo Technology Work for You

    by Peter J. Creedon

    Read More By Deborah Nason Peter Creedon of Crystal Brook Advisors agrees. His firm has been beta testing TradePMR’s new platform EarnWise. Creedon believes robos are simply tools to free up the advisor’s time for more sophisticated jobs. By delegating rote tasks to them, he can instead focus on: Goal setting Estate planning Retirement planning…

  • RIAs zero in on golden goose of client prospecting: entrepreneurs

    by Peter J. Creedon

    When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs. “Entrepreneurs may or may not be wealthier than other clients, but they are driven,” said Peter Creedon, chief executive at Crystal Brook Advisors. “I have…

Make sense of your money