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

, Friday July 21, by Categories: Budget, Business Planning, Financial Planning, In the Markets

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 […]

Grow Your Business Through Referrals

, Friday January 13, 2017, by Categories: Business Planning

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 […]

Top 11 Things You Need To-Do Before Year End

, Thursday November 17, 2016, by Categories: Budget, Business Planning, Financial Planning

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 […]

Four Advisors Every Business Owner Needs on Speed Dial

, Wednesday February 3, 2016, by Categories: Business Planning

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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