AJ Freedom Financial

08/26/2026

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

Roth IRA benefits include tax-free retirement income and other valuable tax advantages.

08/20/2026

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

Learn about the common pitfalls people find themselves in when Medicare doesn’t cover the cost of care.

08/19/2026

Before choosing your retirement date, consider these three questions:

1. How much will I need each month?
2. Where will that income come from?
3. How will my plan respond if circumstances change?

Retirement planning is not about predicting the future perfectly. It is about preparing for a range of possibilities.

Schedule a retirement readiness conversation with us at 866-383-6899.

08/16/2026

Experts say strength and balance exercises are critical as you reach your 50s and beyond.

Experts say strength and balance exercises are critical as you reach your 50s and beyond.

08/11/2026

Pencils up. It's back-to-school season, and your financial plan is due for a checkup too.
When was the last time you reviewed your retirement income plan, tax strategy, beneficiary designations, or savings goals? Think of it as a pop quiz, except you get to see the questions ahead of time.
Let's schedule time to review your plan before the fall season gets busy.

08/10/2026

See how you stack up against your peers when it comes to retirement savings.

See how you stack up against your peers when it comes to retirement savings.

08/08/2026

Retirement is not just about leaving work. It is about deciding what comes next. Travel, family time, volunteering, hobbies, or simply enjoying a slower pace can all be part of the picture. Once you define your vision, you can begin building a financial plan around it. Visit our website today at

AJ Freedom Financial AJ Freedom Financial provides financial planning and asset management services to clients across the United States, with office locations in Sayre and Scranton, Pennsylvania to serve our local communities. Our mission is to provide the families and businesses we serve with innov...

08/07/2026

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

Don’t get sucked into ‘one more year syndrome.’ Older workers may have access to enough wealth to retire right now.

08/05/2026

What is the Social Security COLA for 2027? One group is projecting a cost-of-living adjustment of 3.9% based on the most recent economic data.

One group is projecting a cost-of-living adjustment of 3.8%, which is unchanged from last month, based on the most recent economic data.

08/04/2026

You don’t have to wait until retirement is right around the corner to begin planning.
Taking small steps today like reviewing your savings, estimating future expenses, and understanding your retirement accounts are all great places to start. To get in touch, call us today at 866-383-6899.