Tag: Financial Planning

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  • 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…

  • UNCATEGORIZED

    Why your personal investment can be worth the money

    by Peter J. Creedon

    Personal investments are the little things that we do each day for ourselves. They are the decisions that make us who we are and the majority of time, the things we pay the least attention. These decisions most likely reflect how we see ourselves and in turn be the decisions that shape our future. People…

  • 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.

  • FINANCIAL-PLANNING

    Avoiding Financial Fright

    by Peter J. Creedon

    Although a lot of people love the thrill and spookiness around Halloween, it seems like some are in fact much more scared of their own finances. People are flocking to go to the haunted houses, but to financial fright on the other hand, few would get in line.

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