Planning Pointers Weekly Email Archives
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11/04/2016 Wine & the Election
Only a few more days to go in this election, and then what?
10/28/16 Money Bullies
Ever felt embarrassed, ashamed or defensive when talking about money? You may have encountered a bully!
10/21/2016 Do you need a trust
Living trusts can be a valuable estate planning tool, but are very often oversold.
10/14/2016 You just inherited an IRA
Given that one-third of US households own a retirement account, chances are high you may inherit one someday.
10/07/2016 Net Worth
What you're worth is far more important than what you make.
09/30/2016 Feeling like a Millionaire?
Passing the million dollar threshold in net worth is not nearly as satisfying as you'd think.
09/23/2016 Guess Who Just Got a Raise?
Has the US economy hit a turning point?
09/16/2016 Do You Need To Pay Taxes in Retirement?
Uncle Sam still visits even after you stop working!
09/09/2016 The Impact of Aging and Money
What are the signs of financial decline?
09/02/2016 Do You Know What Your Spouse Makes
Communication among couples is critical to mastering a financial balance.
08/26/2016 Joys of an Empty Nest
Once you get past the tears, you'll realize the advantages of the kids leaving for school.
08/19/2016 Sexism in Retail
On average women pay 7% more for similar products & services.
08/12/2016 Are you Tarnishing Your Credit History
Are your "smart" money moves lowering your credit score?
07/29/2016 Why Seniors Should Play Pokemon GO
Start tracking your spending. You might be surprised what you'll find.
07/22/2016 Our MidYear Outlook
LPL Financial's Research team has released its Midyear Outlook 2016: A Vote of Confidence.
07/15/2016 From Record Heights to...
History says if the Dow and S&P hit record highs, stocks will get another lease on life.
07/08/2016 Going Strong at 90
Don't Send Me to a Home!
07/01/2016 Save on Your Cell Phone
Social Security Reality Check
06/24/2016 What the Brexit Decision Means to You
Brexit - The Day After
06/17/2016 Making Dad Proud
A Daughter's Lessons Learned from her Dad.
06/03/2016 Maximizing the trade in value of your car
Thinking About Moving to a Retirement Community?
05/20/2016 What does financial responsibility mean to you?
Congratulations to Laura Shrago, our 2016 Freedman Financial Scholarship Winner!
05/27/16 Shacking Up in Retirement
4 Rules for Shacking Up in Retirement
05/13/16 Talking bout your Generation
Stop Doing This & Watch Your Savings Grow
05/06/16 Marc Turns 50
The Big Five O! And the Best is Yet to Come
04/29/16 The impact of 1%
What the New DOL Rules Mean to Investors
04/22/16 How's Your Financial Health?
Have You Seen Your Social Statement Lately?
04/15/16 Preparing for the Long Run
What the Marathon Can Teach You About Investing
04/08/16 Financial Literacy Month
It's Time to be Tax Smart
04/01/16 North Shore or South Shore?
Wills & Beneficiary Designations
03/25/16 How to Stop Robo Calls
Who's In Your Financial Four?
03/18/16 A Baby Boomer's Biggest Regret...
Finding a Tax Strategy for Retirement
03/11/16 March Madness
Focus is Essential to Building Wealth
03/04/16 Retirement Planning for Two
Grandparents & College Planning
02/19/16 Couples and Money Quiz
Growing Old in Your Own Home
02/12/16 Happiness is...getting financially naked!
Couples Must Bare it All, When it Comes to Money!
02/05/16 Who Wants $1,000
Becoming Wealthy Doesn't Happen By Accident
01/22/16 Calming Tips for a Volatile Market
Investors Staying Calm Despite Market Commotion
01/15/16 Are You Sleeping Well?
The Power of a Financial Plan
01/08/16 Who are the Real Middle Class
Men & Women Retire Differently
1/01/16 Is Your Retirement Ready for PrimeTime?
Health, family, and lifestyle are keys to timing retirement.
12/24/15 Cost of True Love
Are you prepared to pay $34,131 for the "Twelve Days of Christmas"?
12/18/15 Low Oil Prices - Like or Dislike?
It's All About Oil
12/11/15 What happens to debt when you die?
Year End Tax Planning
12/04/15 What's in Your 401(k)?
Time to Take Your RMD
11/25/15 Turkey Talk
Talk More Than Turkey Over Thanksgiving
11/20/15 Free Money...Yup, Free Money...
Are You Missing Money?
11/13/15 Would you spend $2,500 for lunch?
Take Advantage of 401 (k) Catch Up
Freedman Financial
8 Essex Center Drive
Peabody, Massachusetts 01960
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