Hayden Freeman

Hayden Freeman My goal is to provide the most up to date financial education for clients, as well as excellent customer care.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
08/31/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
08/30/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
08/28/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Is there a role for both active and passive investments in your portfolio?
08/26/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Some diets lighten nothing but your wallet. Here’s a few to avoid.
08/24/2026

Some diets lighten nothing but your wallet. Here’s a few to avoid.

These food myths will really put a drain on your wallet.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
08/23/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

The average college senior graduates with credit card debt. How will your kids manage money?
08/21/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Valuation is important for business succession, estate taxes and even qualifying for a loan.
08/19/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/17/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

When you choose to take Social Security might impact your retirement income. Find out how.
08/16/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

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19607 US Route 3
Watertown, NY
13601

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