Freedman Financial

09/02/2026

The is just ONE month away!

Come enjoy the , the hot dog eating contest and MUCH more!

https://www.topsfieldfair.org/

09/01/2026

Some milestones are worth pausing to celebrate. This is one of them: we're excited to announce that Christian Karcher has been named Partner at Freedman Financial!

When Christian joined our team in 2017, we quickly recognized his intelligence, professionalism, and genuine desire to learn. What followed was years of hard work, continuous growth, and an unwavering commitment to serving our clients and their families. Christian took the time to learn our business from the ground up, earned both his CFP® and TPCP™ designations, and became a trusted resource for clients across multiple generations. More importantly, he embodies the values that have guided our firm for nearly 60 years: putting people first, building lasting relationships, and providing thoughtful financial guidance.

His promotion to Partner is not only a well-deserved recognition of his contributions, but an important step in the future of our firm. We're proud of all he's accomplished and even more excited about what lies ahead!

Congratulations, Christian! 🎉

Read more about this exciting update here: https://www.freedmanfinancial.com/blog/freedman-financial-announces-promotion-of-christian-karcher-to-partner 🔗

09/01/2026

Think life insurance is only for younger families? Think again. 👀 Learn why it may still make sense in retirement: https://www.freedmanfinancial.com/blog/do-i-need-life-insurance-in-retirement

08/28/2026

You can have a healthy retirement account and still find yourself asking, "Where's all my cash going?"

It's a situation we see more often than you might think.

In this week's newsletter, we look at why cash flow matters just as much as what's on paper, the role accessible savings play in retirement, and why it's important to understand the tax implications of strategies like Roth conversions before making a move.

A little planning today can help create more flexibility tomorrow.

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 35| August 28, 2026 Moonstruck by Tax-Free Growth Millionaire on Paper But Stressed on Cash

08/27/2026

The scam looked legitimate. Everything seemed above board.

Until it wasn't.

In our latest Dollars & Sense podcast, Marc and Marion walk through a real-life scam attempt that nearly cost clients a significant amount of money and the warning signs that helped stop it in its tracks.

It's a story worth hearing.

Watch the full video below, and listed to previous episodes here: https://freedmanfinancial.podbean.com/ 🎧

08/25/2026

💡 Roth 401(k) or Traditional 401(k)? The right choice could have a big impact on your future.

🔗 https://www.freedmanfinancial.com/blog/is-the-roth-401k-an-option-for-you

08/21/2026

Remember when the biggest scam was paying $6 for a coffee?

Times have changed. This week's newsletter covers a recent scam attempt, a surprising checking account milestone, and much more.

Click here to dive in: https://conta.cc/4xn3j7K📬👇

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 34| August 21, 2026 If It Sounds "Phishy," Swim Away! Trust, Verify, and Protect Lessons Fr

08/20/2026

Thousands of advisors. Thousands of ideas. Plenty of opinions.

One thing Focus 2026 reminded us? There's more than one way to run a financial planning practice. But for nearly 60 years, we've believed the best approach starts with understanding the whole financial picture, not just one piece of it.

Hear our biggest takeaways from San Diego in this week's Dollars & Sense episode.🎙️

08/19/2026

Markets in 2026 are being driven by more than just fundamentals. Policy shifts, geopolitical developments, and the evolution of AI are shaping the investment landscape in new ways. Read LPL Research’s Midyear Outlook 2026 to explore the key trends, risks, and opportunities investors should be watching.

🔗 https://www.freedmanfinancial.com/blog/lpl-researchs-midyear-outlook-2026-policy-buildouts-bottlenecks

08/14/2026

You clip coupons. You shop sales. You huff when the thermostat gets touched. Are you paying more for your mortgage than you need to? 🏡

That question, plus other timely financial insights, are waiting for you in this week's newsletter: https://conta.cc/4cDXz16 📬👇

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 33| August 14, 2026 A Major League Moment for Marc! Retirement Planning Would Be Easy... If