Gabe Freeman FSCP

06/01/2026

Many taxpayers miss out on valuable deductions and credits each year simply because they are not aware they exist.

This article I found highlights some of the most commonly overlooked tax breaks and why they matter when it comes to keeping more of what you earn.

Tax planning is not just about filing once a year, it is about building a strategy that looks for opportunities to reduce waste, improve efficiency, and support long-term financial goals.

If you are unsure whether you are taking full advantage of available tax benefits, it may be worth reviewing your overall financial plan. Contact me for more information!

These deductions and credits can mean the difference between a tax bill and a tax refund

05/25/2026

Let’s take a moment to pay tribute to the courageous men and women whose unwavering commitment and ultimate sacrifice have helped protect and preserve the freedoms we cherish.

05/21/2026

Many Americans are feeling the pressure of rising costs—but the latest data shows it’s impacting financial stability more than many realize.

The newest FINRA Foundation National Financial Capability Study found a decline in the ability to make ends meet and save for emergencies, with more households—especially middle-income—feeling financial strain despite stable incomes. ()

📄 Read more via the link below.

Findings Reveal Decline in U.S. Adults’ Ability to Make Ends Meet and Save for Emergencies, More Households Strained by Increased Costs, and the Struggle of the Middle-Income Group

05/11/2026

Investor behavior is changing—and it’s happening faster than many people realize.

A new FINRA Investor Education Foundation study highlights key shifts: fewer new investors entering the market, lower risk tolerance, and a growing reliance on social media for financial guidance—especially among younger investors.

📄 Read more: https://mutualofomaha.co/48Q9OpF

If you’ve been feeling unsure about where to start or how to adjust, you’re not alone and you don’t have to figure it out on your own.

The Pace of New Investors Entering the Market has Slowed, Investors are Less Comfortable With Risk, Younger Investors Turn to FinfluencersWASHINGTON—The FINRA Investor Education Foundation (FINRA Foundation) released today new research, Investors in the United States: Results from the FINRA Founda...

05/07/2026

Tune in to new episodes of Mutual of Omaha’s Wild Kingdom Protecting the Wild on NBC. This month features stories of fishers, American alligators, horned lizards, Eastern indigo snakes and the cutting-edge technology used in wildlife conservation.

Watch Protecting the Wild on NBC and catch clips and bonus content on our YouTube channel: https://mutualofomaha.co/4eyTq0y

04/30/2026

Have you considered making charitable giving part of your financial strategy? Whether it’s donations or setting up a foundation, giving back can bring personal fulfillment and even financial benefits. Start making an impact today! Message me to learn more.

04/21/2026

For those who suffer a heart attack or stroke, the road to recovery can be difficult. Heart Attack & Stroke Insurance from Mutual of Omaha can help
cover expenses and allow you to focus on getting better.


Disclosure: https://mutualofomaha.co/4mIiJ1V

04/15/2026

Artificial intelligence is becoming more common in financial planning, from budgeting tools to investment insights, but it is important to understand both its strengths and limitations.

This article explores how AI is changing the way people approach personal finance and why human judgment still plays a critical role in making informed decisions.

I view AI as a helpful tool for education and organization but not a replacement for personalized planning. Every financial situation is unique and long-term strategies require context, experience, and a clear understanding of your goals.

If you are exploring new tools or unsure how to incorporate them into your financial life, I am here to help you make sense of it all.

Chatbots can help with a variety of tasks, but there are limits and risks

04/06/2026

When significant life events happen, it may be time to reassess your life insurance needs.
Disclosure: https://mutualofomaha.co/4bUpF8D

04/01/2026

Children’s Whole Life Insurance is an easy-to-apply-for policy that grandparents can purchase to help the next generation — and the next. It can cover costs associated with an unexpected loss and it can help protect a child’s future insurability. Plus, it’s affordable!

Contact me today to get a policy in place for your family.