Category: financial planning

LATEST POSTS

  • 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.

  • HEALTH-WEALTH FINANCIAL-PLANNING

    Health and Financial Wellness – Dr. Susan Scharf, MD – Gluten Insights

    by Peter J. Creedon

    Have you ever thought that there might be a link between your physical health and your wealth? A study from Washington University published in Psychology Science shows that there is in fact a correlation between poor physical and financial health. Individuals who tend to take care of their finances are also taking care of their health and vice versa.

  • 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.

  • FINANCIAL-PLANNING

    5 Simple Steps to Create an Emergency Fund

    by Peter J. Creedon

    Your emergency fund will protect you when life happens. Follow these simple steps to create and emergency fund and the peace of mind you need.

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