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Taxes in Retirement (Presented By: Craig Ferrantino, CWS®, CFF®)

The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement. Learn more about taxation in retirement and potential ways to become less tax toxic. This event is for educational purposes. Tax services are provided independently from United Planners.  

5 Things To Do Before Year End(Presented By: Craig Ferrantino, CWS®, CFF®)

As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2023. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having […]

5 Things To Do Before Year End(Presented By: Craig Ferrantino, CWS®, CFF®)

As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2023. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having […]

Client Appreciation Event LT Michal Murphy Museum and Hammer & Nail(Presented By: Craig Ferrantino, CWS®, CFF®)

LT Michael Murphy Museum 50 West Avenue, West Sayville

In Honor of Veteran’s Day—Tour the LT Michael Murphy Museum followed by Making Your Own Decorative Wood Flag on November 9th! LT Michael Murphy Museum @2:30pm 50 West Ave, W.Sayville,NY 11796 Hammer and Stain @ 4pm 15 Main Street, Sayville,NY 11782 Just interested in coming to the museum or just taking part in the art […]

Taxes in Retirement (Presented By: Craig Ferrantino, CWS®, CFF®)

The retirement process is unique and different for everyone, especially when you consider your potential tax burden in retirement.  Many essential and irreversible decisions take place when you retire. Where will you get your income from? How and when will you take your social security benefit? What investment strategy will you choose for your investments?  […]

5 Things To Do Before Year End(Presented By: Craig Ferrantino, CWS®, CFF®)

As the end of the year approaches, our team at Craig James Financial would like to remind you of some strategies to consider before the arrival of 2023. The end of December marks the deadline for several activities and tax advantages, so you may want to act before it’s too late. With some policies having […]

Social Security Benefit Options(Presented By: Craig Ferrantino, CWS®, CFF®)

This webinar offers real-world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This webinar is designed to take the confusion out of the many different options available to begin receiving Social Security income and help […]

5 Steps to Protect Your Online Identity (Presented By: Craig Ferrantino, CWS®, CFF®)

This webinar will teach you about how your data becomes exposed, what threats you could potentially face, and 5 steps you can take today to protect your online identity. After you participate in this webinar you will KNOW how your information is being leaked, HAVE tools to protect you and your family, and you will […]

Client Appreciation Event: Make Your Own Holiday Wreath

Bayport Flower Houses 940 Montauk Highway, Bayport

Another unique client appreciation event we hope you will enjoy--creating your own wreath for the holiday season. Space is limited. RSVP to jenna@craigjamesfinancial.com or call 631-393-2888