Understanding Today's Financial Environment
Welcome! We are Freedom Tax & Financial Services, a financial organization in Holbrook, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Business Philosophy Videos
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Ascertaining the value of your business is important for a variety of reasons.
Marriage changes everything, including your insurance needs.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When you’re married and have children, insurance needs will be different.
Why have the markets been so volatile recently?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you know these three personal finance sayings?
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”