Category: Business 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…

  • BUSINESS-PLANNING

    Grow Your Business Through Referrals

    by Peter J. Creedon

    Our exclusive networking group for professionals and business owners is looking to expand and welcome new members. Our groups mission is to grow each other’s business through the power of referral relationships, build strong and lasting business relationships, and have some fun along the way! We are seeking individuals from the following industries: Architect Artist Bookkeeper Commercial Banker…

  • 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…

  • BUSINESS-PLANNING

    Four Advisors Every Business Owner Needs on Speed Dial

    by Peter J. Creedon

    It has become clear every successful business owner should have 4 professional’s acting as their core advisers and kept on their speed dial.

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