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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

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Taxable vs. Tax-Deferred Savings

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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