Data Gathering — Our primary objective is to be a Fiduciary, placing your interests first. Thus, before any recommendations are offered we create and review a collective picture of where you stand financially. Knowing where you stand financial is an integral first step. Click here to open our editable Financial Questionnaire.
Just as few weathercasters can accurately forecast a month’s worth of temperatures and storms, many retirees find their futures unfolding differently than they assumed. Your assumptions may be tested as well. You may retire sooner than you anticipate. A majority of pre-retirees polled in the 2016 Transamerica Retirement Survey believed...
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While some people may frantically try to catch up on retirement saving after age 50, you have the chance to harness the power of compounding by starting decades earlier. When you start may matter more than how (or how long) you invest. Take the example of a hypothetical 25-year-old, Heather,...
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It’s Scholarship Time! The Freedman Financial Associates Inc. Scholarship was created to heighten the awareness of personal financial planning, and fiscal responsibility among graduating high school seniors. Now in its 20th year, the Freedman Financial has collectively awarded more than $19,000 to past winners. Eligibility: Any graduating high school student...
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