from FREEDMAN FINANCIAL | March 25, 2016

Who's In Your Financial Four?


Fill Out Your Own Bracket

Is your NCAA Bracket busted? Why not pick your own 'financial four" of money goals for the year.

We all have financial goals. Many are long-term and some are more short-term. It is important that any stage of life you prioritize and know your goals in order to reach them. The National Endowment for Financial Education and the Financial Planning Association have created an interactive grid to help you find your financial priorities. Depending on your age and situation your brackets will be very different from your friends or children. By identifying your unique financial goals for the year and beyond, you are setting yourself up to win the tournament of life!

A Final Four That Will Let You Retire Happy

Tax Season is the Time to Get a Financial Plan

Nearly half of US investors use tax season to address their overall wealth & financial situation.

According to a recent Charles Schwab survey many U.S. investors look at tax time as the time to evaluate their total financial situation and review the plans they have in place.

While preparing your taxes can be a tedious and daunting task, those with a financial plan report they are more confident in their tax situation than those without one.

Having a Financial Plan Can Make Tax Season Easier.

IN CASE YOU MISSED IT

Freedman Financial's Blog

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Last Call for Scholarship Applicants

Know a Graduating High School Senior? Have them apply for our $1,000 Scholarship. Applications must be received by March 31, 2016!

Weekly Market Commentary

Europe - Not Enough Growth

Sick of Robo Calls?

Sick of answering the phone, only to have to a "Robot" on the other end? Well there is a solution, Nomorobo! We've tried it in the office and it is amazing. Once you've set up your account online with Nomorobo, your phone will ring once when a robocall comes through and then they will disappear forever, it's AWESOME! Yes, you still get calls from the doctor's office and the city telling you a parking ban is in effect, but the generally annoying calls are gone.

WAYS TO STAY CONNECTED

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The opinions expressed in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing.

Investment advice offered through Freedman Financial, a registered investment advisor

and separate entity from LPL Financial.

Securities offered through LPL Financial, Member FINRA/SIPC.