Planning Pointers
Website  |  FAQs  |  eMoney  |  Account View  |  Our Services  |  Our Clients  |  Contact
from FREEDMAN FINANCIAL | October 14, 2016
Prepare for an Emergency
Do you have copies of all your important documents in case of an emergency or natural disaster?

Last week's hurricane and subsequent flooding have highlighted the need for all of us to be prepared when disaster strikes. While it is important to have supplies for the immediate crisis, it is equally important to have access to all your important documents when the "waters subside". While many of us keep important documents in our homes, the case needs to be made that they should also be stored outside your home as well. 

Having your documents in multiple locations will insure that you are never without all your stuff! Think about opening a safety deposit box and keeping paper copies there. Another option is to have your documents saved in a password protected cloud storage site, like Google docs or One Drive. Having your documents in the cloud will allow you to access them from anywhere. 
It's FAFSA Time
Starting October 1st you can begin applying for financial aid.

Nobody likes paperwork; and loan paperwork is especially tedious. But if you have a child going to college, you should take the time to fill out the FAFSA form. Neglecting to file will take you totally out of the running for all sorts of financial aid, including grants, work-study monies and of course loans from all sources (federal, state and the school's).

Not quite ready to hit the submit button for the FAFSA, you can use the FAFSA4caster to estimate what you may qualify for and what the estimated family contributions may be. 

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
So, You've Inherited an IRA
Given that one-third of US households own a retirement account, chances are high you may inherit one someday.

Making a mistake when you've inherited a retirement account can have all sorts of implications. Before you do anything, you need to know the details. 

What kind of account have you inherited? What was your relationship to the deceased? Spouses have different options than children and other beneficiaries. Though you want to take your time and make smart decisions, there are deadlines that must be met as well. Need some help? 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.