• Client Access
Long Island Financial Advisor
  • Home
  • About Us
    • Meet Our Team
    • Our Process
    • Craig on Air
  • Services
    • Retirement
    • Financial Planning
    • Insurance
    • Investments
    • Corporate
    • Taxes
  • Events
    • Upcoming Webinars
    • Client Events
  • Learning Center
    • Previous Webinars
    • Our Blog
  • Internships
  • Contact Us
Select Page

Megan Muccio’s Tax Update: 5 Resolutions to make for 2021

by Megan Muccio | Jan 13, 2021 | Financial Planning, Tax Updates, Taxes

Resolution: noun A firm decision to do or not to do something As we go into a new year, there are so many areas in which you can resolve to do better … health, self-care, organization. In fact, when I searched for the most popular resolutions, almost all sites agree...

Megan Muccio’s Tax Update: 5 Things To Do Before Year End

by Megan Muccio | Dec 10, 2020 | Financial Planning, Retirement, Tax Updates

Megan’s Monthly Tax Update: December 2020 5 Things to do Before Year-End It’s been a crazy year and 2020 is quickly coming to an end.  Even though we only have a few weeks left, there are still some important actions you can take in preparation of your 2020 tax return...
Next Entries »

510 Broadhollow Road, Suite 204,
Melville, NY 11747
Phone: (631) 393-2888

HoursMonday - Friday: 9am - 5pm
Weekends & Evenings: By Appointment

  •  
  •  
  •  
  •  
Broker Check

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, SC, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.

  • Disclosures
  • Privacy Policy
  • Our Blog

All Rights Reserved © Craig James Financial Services, LLC.

Keep My New Year's Resolution

    We are excited to help you KEEP your resolution! A team member will be in contact with you soon.
    75 Day Campaign

      Way to go! You are on your way to financial success! A team member will contact you soon about getting started with the 75 Day Challenge.