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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Women, Wealth, and Legacy Planning

November 4, 2016
Legacy planning and women

More women are keepers of their family’s wealth. Consider these strategies for managing it well. Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as… Read More

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Recognizing and Avoiding Online Scams and Identity Theft

September 29, 2016
Recognizing and Avoiding Online Scams

Online scams evolve rapidly. Identity theft affects millions of Americans each year. Stay abreast of the current tactics in use by cybercriminals. According to the Federal Trade Commission (FTC), identity theft is the fastest growing… Read More

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What’s the Best Way to Give Money to Children and Grandchildren?

August 28, 2016
Best Way to Give Money to Children

If you’re thinking about giving money to minor children, such as a new grandchild ask yourself… What’s the Best Way to Give Money to My Children and Grandchildren? In 2016, the IRS continues to allow… Read More

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Marc Freedman Leads Session at LPL Financial National Conference

August 26, 2016

  FOR IMMEDIATE RELEASE Freedman was among a select group of top-tier LPL financial advisors invited to lead sessions at the LPL Financial national conference. PEABODY, Mass. — Aug. 26, 2016 — Marc Freedman, president… Read More

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Lofty Goals, Limited Means: Finding Ways to Boost Your Investments

August 11, 2016

Finding Ways to Boost Your Investments If you’re ready to start investing or ramp up your current investment initiatives but there just doesn’t seem to be enough money left over at the end of the… Read More

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