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.
Good money habits can help you as you save and invest for the future. Bad habits can leave you treading water (or underwater) financially. Here are some to avoid. Not saving enough. Instead of paying themselves first, some families pay others first. Dollars they could save and invest are instead...
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On Saturday, September 22nd Freedman Financial will offer clients and the community the opportunity to have their paper records shredded and recycled during our Community Shredding Day. This free event aims to raise public awareness of the need to securely destroy confidential material in order to prevent identify theft and...
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I am no film critic, but I know what I like, and I like what I know! Though I’ve never considered myself a “movie maven,” I do find myself attracted to art films, the kind they show at Kendall Square or West Newton Cinema…where the dress code is decidedly Birkenstocks...
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