Freedman Financial

09/08/2026

Talking to your children about inheritance isn’t easy, but it’s one of the most important family conversations you can have.

Learn how to start: https://www.freedmanfinancial.com/blog/talking-to-your-children-about-inheritance

09/04/2026

Big milestones. Smart planning. A little Topsfield Fair.

In this month's newsletter, we're celebrating Christian Karcher's promotion to Partner, a well-deserved achievement and an exciting step in the future of Freedman Financial!

We're also talking about something just as important: making sure your financial plan is ready for the year ahead. As summer winds down and fall begins, it's a great time to take stock of where you stand and whether any year-end planning opportunities deserve your attention.

Grab a cup of coffee and take a look.

Read the newsletter: https://conta.cc/4zX4JaK 📖

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 36| September 4, 2026 Freedman Financial & The Stock Markets Will Be Closed on Monday, September 7

09/03/2026

"Should I buy gold? Invest in cryptocurrency? Purchase a new home?"

Some financial decisions come up again and again. And with so much information coming from so many different places, it can be hard to know what advice actually makes sense for your situation.

In this episode of Dollars & Sense, Marc and Marion discuss a smarter way to approach financial decisions, so you're not relying on headlines, hot takes, or what your neighbor's cousin read online.

Because good financial decisions aren't about finding the loudest voice.

They're about asking the right questions.

Watch the video below to learn more, or check out all our podcast episodes here: https://freedmanfinancial.podbean.com/🎧

09/02/2026

The is just ONE month away!

Come enjoy the , the hot dog eating contest and MUCH more!

https://www.topsfieldfair.org/

09/01/2026

Some milestones are worth pausing to celebrate. This is one of them: we're excited to announce that Christian Karcher has been named Partner at Freedman Financial!

When Christian joined our team in 2017, we quickly recognized his intelligence, professionalism, and genuine desire to learn. What followed was years of hard work, continuous growth, and an unwavering commitment to serving our clients and their families. Christian took the time to learn our business from the ground up, earned both his CFP® and TPCP™ designations, and became a trusted resource for clients across multiple generations. More importantly, he embodies the values that have guided our firm for nearly 60 years: putting people first, building lasting relationships, and providing thoughtful financial guidance.

His promotion to Partner is not only a well-deserved recognition of his contributions, but an important step in the future of our firm. We're proud of all he's accomplished and even more excited about what lies ahead!

Congratulations, Christian! 🎉

Read more about this exciting update here: https://www.freedmanfinancial.com/blog/freedman-financial-announces-promotion-of-christian-karcher-to-partner 🔗

09/01/2026

Think life insurance is only for younger families? Think again. 👀 Learn why it may still make sense in retirement: https://www.freedmanfinancial.com/blog/do-i-need-life-insurance-in-retirement

08/28/2026

You can have a healthy retirement account and still find yourself asking, "Where's all my cash going?"

It's a situation we see more often than you might think.

In this week's newsletter, we look at why cash flow matters just as much as what's on paper, the role accessible savings play in retirement, and why it's important to understand the tax implications of strategies like Roth conversions before making a move.

A little planning today can help create more flexibility tomorrow.

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 35| August 28, 2026 Moonstruck by Tax-Free Growth Millionaire on Paper But Stressed on Cash

08/27/2026

The scam looked legitimate. Everything seemed above board.

Until it wasn't.

In our latest Dollars & Sense podcast, Marc and Marion walk through a real-life scam attempt that nearly cost clients a significant amount of money and the warning signs that helped stop it in its tracks.

It's a story worth hearing.

Watch the full video below, and listed to previous episodes here: https://freedmanfinancial.podbean.com/ 🎧

08/25/2026

💡 Roth 401(k) or Traditional 401(k)? The right choice could have a big impact on your future.

🔗 https://www.freedmanfinancial.com/blog/is-the-roth-401k-an-option-for-you

08/21/2026

Remember when the biggest scam was paying $6 for a coffee?

Times have changed. This week's newsletter covers a recent scam attempt, a surprising checking account milestone, and much more.

Click here to dive in: https://conta.cc/4xn3j7K📬👇

Email from Freedman Financial Financial Advice in a Language You Can Understand.® Volume 18, Issue 34| August 21, 2026 If It Sounds "Phishy," Swim Away! Trust, Verify, and Protect Lessons Fr