Archives: Press

Post Type Description


  • Money Mistakes Every Couple Should Avoid

    by Peter J. Creedon

    By Hanna Horvath There are three big things couples fight about, according to divorce attorney Paul Rudder, and that’s kids, sex, and money. But the biggest of these, by far, is money. “Money affects a marriage,” he said. “Anything you do, there are consequences for the both of you.” Rudder said the way couples handle…

  • Make the Most of a Small Investing Budget

    by Peter J. Creedon

    By Kayleigh Kulp Laurie Itkin began investing at 24 with just $1,600 she received as an inheritance. By regularly adding small amounts of money to it in brokerage and retirement accounts, the financial advisor and author of “Every Woman Should Know Her Options” had a $1 million portfolio by age 40. Sure, investing with a small…

  • Tax bill may squash your dream of a second home

    by Peter J. Creedon

    by Lorie Konish If you already have a $750,000 mortgage and plan to buy a second home next year, you will not be able to deduct the interest on that loan, according to Tim Steffen, director of advanced planning at Baird Private Wealth Management. If you have a smaller mortgage, let’s say $600,000, up to…

  • Watch out for hidden taxes when retiring to a new state

    by Peter J. Creedon

    by: Lorie Konish Retirees should look at all state and local rules, said Peter J. Creedon, CEO at Crystal Brook Advisors. That means watching for higher taxes or fees on everything from registering cars and boats to taxes or surcharges on resorts. “Many states have all these little fees,” Creedon said. “They’ve got to make…

Make sense of your money