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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.

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Helpful Content

New Trends Redefine Travel

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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