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
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
There are four very good reasons to start investing. Do you know what they are?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Marriage changes everything, including your insurance needs.
Even if you’re young and single, you should still consider protecting yourself.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a few things to consider when buying or leasing your next vehicle.
All about how missing the best market days (or the worst!) might affect your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?