Category: financial planning

LATEST POSTS

  • FINANCIAL-PLANNING

    The Financial Adviser Valentine’s Day Savings Tips

    by Crystal Brook Advisors

    According to a recent study, the average person celebrating Valentine’s Day in the U.S. spend $180 on this special day, however, there is one group that spends over double this amount. Millennial men 18-34 (age) spend an average of $371 on this romantic holiday, according to Nerd Wallet.

  • FINANCIAL-PLANNING MILLENNIAL-ADVICE

    The 7 Worst Money Mistakes I Made in My 20’s

    by Crystal Brook Advisors

    In my early 20’s, most of my time was spent having fun, living in the moment, and juggling going to college and my internship. I was going to college in one of the greatest cities in the world, New York City. Needless to say, life was pretty awesome. Unfortunately, I was so busy enjoying my 20’s I did not spend much time worrying about money and my future.

  • FINANCIAL-PLANNING ESTATE-PLANNING

    What Happens If You Die Without a Will?

    by Peter J. Creedon

    Every state has rules for the distribution of a person’s assets/ property if they die without a Will. There are many differences in how states determine how to pass assets, so it pays to develop and put an Estate (assets/property) strategy in place. This starts with a Will.

  • UNCATEGORIZED FINANCIAL-PLANNING

    Checking it Twice – Year-End Financial and Tax Planning To-Do’s

    by Peter J. Creedon

    2015 is rapidly coming to an end, we are all asking ourselves, where did the time go? Time waits for no one and a New Year is about to start. Although the holiday season is busy, packed with festivities and cheer, it is also an opportunity to sit down and get a jump start on 2016. Take the opportunity to review your current situation to determine if there are any financial or investment planning, including tax opportunities that can be beneficial to you. This is an important step towards ensuring your financial plans are on track and reaching your financial goals.

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