Marc Freedman Leads Session at LPL Financial National Conference

August 2, 2017
Marc Freedman Leads LPL session

FOR IMMEDIATE RELEASE PEABODY, Mass. — Marc Freedman, CFP®, president of Freedman Financial, recently attended LPL Financial’s Focus 2017, one of the financial industry’s premier events and the largest annual conference hosted by LPL, a… Read More

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10 Daily Rituals Most Millionaires Have In Common

July 20, 2017

If it was easy to earn at least one million dollars, everyone would do it. As those who have joined the ultra-desirable millionaire club can undoubtedly attest to, earning and saving that much money takes… Read More

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Will Debt Hinder Your Retirement Outlook?

May 26, 2017

Research shows that individuals over age 65 are carrying more debt today than they did a decade ago. How might this reality play out as these older Americans enter retirement? The number of Americans in… Read More

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Meet Grace Theriault, Freedman Financial 2017 Scholarship Winner – Well Done!

April 27, 2017
2017 Freedman Financial Scholarship winner Grace Theriault

“What does financial responsibility mean to you?” By Grace Theriault The meaning of financial responsibility has changed dramatically from my days of babysitting the kids in the neighborhood for a few bucks to working two… Read More

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The Importance of Emergency Savings

April 20, 2017
Emergency Savings for a rainy day

Rainy Day Fund aka Emergency Savings Did you know that most financial experts recommend setting aside enough money to cover three to six months’ worth of expenses in the event of a major financial surprise?… Read More

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The Financial Side of Marriage Equality

March 7, 2017
Marriage Equality

Marriage equality is spreading. Have your financial plans kept up? Any couple has a constitutional right to be married in any state and to receive all benefits of marriage in that state, the United States… Read More

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What Today’s Workers Can Expect from Social Security Tomorrow

January 11, 2017
What Today's Workers Can Expect from Social Security Tomorrow

Demystifying Social Security Eligibility Requirements Did you know that the age at which many workers will qualify for full Social Security benefits has risen to 67 from 65? If that’s news to you, you’re not… Read More

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Double Your Impact with These Charitable Giving Strategies

December 9, 2016
Double Your Impact with These Charitable Giving Strategies

Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it’s important to anticipate financial obligations to family members… Read More

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Surviving the Holiday Spending Season … Debt Free

December 2, 2016
holiday spending

Learn to Avoid the Credit Card Crunch or Dangerous Pitfall of Borrowing… As the traditional giving season approaches, there is one important item to add to your to do list: Create a holiday budget. Before… Read More

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The Sandwich Generation: How the Fletchers Provide for Parents and Kids

November 18, 2016
Sandwich Generation

Financial Obligations to Kids and Parents? Welcome to the Sandwich Generation. As a consequence of an aging population, more working Americans are finding themselves faced with a new challenge — trying to save for retirement… Read More

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