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Our process is designed around delivering the appropriate action or advice, leaving clients with the freedom to Live Well and Live Free.
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About Freedom Wealth Alliance
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When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Lifestyle considerations in creating your retirement portfolio.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Even if you’re young and single, you should still consider protecting yourself.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
You’ve made investments your whole life. Work with us to help make the most of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that vacation home, you invested the money?