Category: financial planning

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  • FINANCIAL-PLANNING

    Best Money Challenges 2019: Here’s How to Grow Your Money This Year, By Gabrielle Olya

    by Peter J. Creedon

    Click Here! Go Banking Rates: Best Money Challenges 2019: Here’s How to Grow Your Money This Year

  • 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 to…

  • 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…

  • 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…

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