LPL Financial and Market Research, World News / January 15, 2018

Outlook 2018: Return of the Business Cycle

The recently released LPL Research Outlook 2018: Return of the Business Cycle publication contains the investment insights and market guidance for the year ahead. Traditional business cycle drivers are expected to take a larger role in spurring further economic and market growth in 2018, as we have experienced a fundamental...

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Just for Fun, Life Transition, Personal Finance, Personal Planning / September 05, 2017

10 Daily Rituals Most Millionaires Have In Common

As those who have joined the ultra-desirable millionaire club can undoubtedly attest to, earning and saving that much money takes time, commitment, discipline, and a careful focus on dollars and cents. But what many individuals who aim to be millionaires—and even many current millionaires—don’t know is that there are a...

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Financial Tips / August 21, 2017

The Importance of Emergency Savings

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? That’s because a well-funded emergency account has the potential to get you through tough times...

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LPL Financial and Market Research, Marc Freedman, Press / August 02, 2017

Marc Freedman Leads Session at LPL Financial National Conference

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 leading retail investment advisory firm and the nation’s largest independent broker-dealer*. Freedman joined a select...

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Marc Freedman, Press / July 08, 2017

Marc Freedman Named on Investopedia 100 List of Top Influential Financial Advisors

FOR IMMEDIATE RELEASE New York/Boston — July 10, 2017 — Marc Freedman, President and CEO of Freedman Financial was named on the INVESTOPEDIA 100 list of influential financial advisors. Investopedia, the premier online source of trusted financial information and services, announced the inaugural INVESTOPEDIA 100, a ranking of influential financial advisors based on social, digital...

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Marriage / June 20, 2017

The Financial Side of 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 Supreme Court has held in a series of decisions. These decisions — primarily United States vs....

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Retirement Planning, Video / June 05, 2017

How Retirees Make Smart Financial Decisions (Video)

How Retirees Make Smart Financial Decisions | Freedman Financial, Peabody MA, shares how they help retirees make smart financial decisions during their pre. and post retirement years. Ed and Nancy have a problem. Ed’s been offered an early retirement package from his employer. But the details are complicated and confusing....

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Financial Planning, Life Transition, Personal Finance, Personal Planning / May 08, 2017

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

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 while sandwiched between financial obligations to children and to elderly parents. With two children in...

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Scholarship / April 27, 2017

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

What Does Financial Responsibility Mean to You? 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 jobs the majority of the year. In the beginning, I would just work for extra money that I could...

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Debt, Financial Tips, Retirement Planning / March 06, 2017

Will Debt Hinder Your Retirement Outlook?

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 or nearing retirement who are still holding significant mortgage, auto, even student loan debt has...

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Surviving Spouse / February 13, 2017

Financial Advice for the Widow

Not long after Angie and Spencer celebrated their 50th wedding anniversary, Spencer passed away. Angie needed some professional assistance to better understand how to handle her late husband’s IRA, Pension and Social Security. She needed to find someone that would help her get her financial house in order. She needed...

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Financial Planning / January 23, 2017

The Delegator: Busy Families Unable to Monitor Their Financial Future (Video)

Eddie and Colleen’s busy lifestyle leaves them unable to monitor key aspects of their financial future. Relationships with financial professionals leaves them disappointed. Seems that they are only interested in offering Eddie and Colleen investment ideas, and not addressing the couples bigger picture issues like retirement, cash allocation, Insurance, etc....

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Charitable Giving / December 12, 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 while you’re still of sound mind. A charitable lead trust (CLT) may be the ideal tool...

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Debt, Holiday Planning / November 07, 2016

Surviving the Holiday Spending Season…Debt Free

Learn to Avoid the Credit Card Crunch or Dangerous Pitfall of Borrowing… Here’s how to establish a holiday wish list and spending budget: Start by determining the total amount of money that you want to budget for gifts. Carefully evaluate how much money your budget will allow for holiday spending. Be...

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Investment Planning / October 16, 2016

The 10 Cornerstone Principles of Asset Allocation

There are 10 principles for establishing and maintaining an optimal asset allocation. With them, you can build an appropriate portfolio for your situation. Principles can be described as the beginning, the foundation, the source, or the essence upon which things build and expand. They are important in investing because they...

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Scholarship / October 09, 2016

Meet Laura Shrago, Freedman Financial 2016 Scholarship Winner – Well Done!

What does financial responsibility mean to you? From a young age, kids are taught many values that will help them throughout their life, most of which are embodied by the universal principle of responsibility, under which falls the important element, financial responsibility. As I’ve gotten older, financial responsibility has become...

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Scholarship / October 09, 2014

Meet Sam Feinstein, Freedman Financial 2014 Scholarship Winner – Well Done!

What Does Financial Responsibility Mean to You? Financial responsibility is all about recognizing limits and knowing how to avoid passing them. It means never buying anything you can’t afford. This may sound simple but in America’s credit driven economy, it is easy to get buried in debt. Keeping an accurate...

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Scholarship / October 09, 2013

Meet Sara Grosslein, Freedman Financial 2013 Scholarship Winner – Well Done!

What does financial responsibility mean to you? The future is exciting; nonetheless, it can also be frightening to think about especially in terms of financial security.  So many people today are saddled with debt due to high costs of living.  Our nation is exceedingly expensive in this day and age. ...

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Retirement Planning, Video / August 13, 2013

Enjoy Retirement. Spend Money. Saving vs. Spending (Video)

We often hear the phrase – “I was taught the importance of saving money – but no one ever taught me how to spend it.” Watch our video – Spend Money in Retirement If you’re approaching or living in retirement it can be scary, intimidating and overwhelming. That’s why we...

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Scholarship / October 09, 2012

Meet Jordyn LeBlanc, Freedman Financial 2012 Scholarship Winner – Well Done!

What does financial responsibility mean to you? There comes a time in everyone’s life when we have to make the transition from being a child, dependent on our parents for our most basic needs, to independent young adults eager to enter the world filled with many different responsibilities.  This transition...

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