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
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Helpful Content
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.