Planning Pointers
Website  |  FAQs  |  eMoney  |  Account View  |  Our Services  |  Our Clients  |  Contact
from FREEDMAN FINANCIAL | May 27, 2016
 Freedman Financial will be Closed
Monday, May 30
in Observance of Memorial Day.
 
Enjoy your weekend and take a moment to remember all those who have made the ultimate sacrifice for our Country.

Want to Travel When You Retire?
Of course you do, now you need to budget & plan for it!
 

Our clients tell us all the time how excited they are for travelling in retirement. They've been planning for it - and they can't wait to spend the money.  It's a time to catch up on all the destinations they hoped to visit during their working years. 

 

If travel is a major retirement objective, why do we read about so few people planning for it?  What were they expecting; that fancy cruise to be free? Perhaps they were hoping that scratching lottery tickets might result in a financial windfall.  Please! 

When planning for retirement, make sure you've built your spending needs to include paying for the trips you've always dreamed of taking.  After all, missing out on adventures because you planned poorly is no way to spend your life in retirement. 

 

Should You Pay for TSA Pre Screening?
Having TSA PreCheck & Global Entry means shoes and coats can stay on!
 
With all the news about long lines at the airport, now more than ever is the time to consider getting yourself "PreChecked". The one most commonly used by travelers is TSA PreCheck.  It costs $85 for 5 years. This option is perfect for travelers who are flying within the United States. You'll skip the long lines, keep your shoes on and not even half to pull out your laptop.  The other, broader option is called Global Entry.  It costs $100 and it's a great option if you plan to travel internationally.  Global Entry allows users to expedite the customs procedures in addition to speeding up the typical airport screening process.
 
Do you need it? Well, that's up to you.  But wouldn't it be great to make the hassle of airport security a little easier, for as little as $17 a year!
 
IN CASE YOU MISSED IT
Freedman Financial's Blog
Read our latest blog post here, as well as find other postings that may be of interest to you.
Weekly Market Commentary
Shacking Up in Retirement
Things to consider if you are just going to live together in retirement.

More and more couples are opting to live together rather than get married, especially couples over 55. There are plenty of valid reasons to "stay single" including keeping your Social Security or pension benefits from a previous marriage, making sure YOUR kids & grandkids remain your sole heirs or maybe you just don't want to be tied down. However by not "tying yourself down" you still need to make some choices about your day-to-day financial and personal arrangements. Who will pay for the furnace if it breaks? Who will make choices if one of you gets sick? There is lots to think about and we'd encourage you to have those conversations before you move in together.  Need help with the facilitation of this conversation?  We do it all the time for our clients.  Give us a call. 

WAYS TO STAY CONNECTED
Freedman Financial
QUESTIONS?  COMMENTS?  NEWS?
8 Essex Center Drive | Peabody, MA 01960
p: 978.531.8108 | f: (978) 532-2666
Dollars & Sense jpg logo
DOLLARS & SENSE RADIO SHOW
Ways to listen to Marc's 'Dollars & Sense' weekly radio show, Sundays 8-9 am
iTunes | RSS Feed | Mobile | Website Radio Page
 
GET SOCIAL | STAY CONNECTED

Like us on Facebook   Follow us on Twitter   View our profile on LinkedIn   Visit our blog  View our videos on YouTube

PLEASE NOTE:  The information being provided is strictly as a courtesy.  When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy of information provided at these web sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.  When you access one of these web sites you assume total responsibility and risk for your use of the web sites to which you are linking.
   
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, an SEC registered investment advisor.