In The News

Wednesday June 28, 2017, by

A couple of things to keep in mind: “You will have to include the payments in your monthly budget. Also, the interest rate you are charged for the 401(k)loan may not be tax deductible (check with your tax advisor) and will probably be higher than current mortgage rates. Another minor point is you are paying […]

Thursday June 22, 2017, by

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 […]

Friday May 5, 2017, by

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 […]

Friday May 5, 2017, by

By Jeff Benjamin

“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 found working with entrepreneurs or self-employed individuals is challenging, takes time and is very rewarding,” he added. “As an entrepreneur myself, I can relate to the highs, the lows and everything else.”

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