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309 Fellowship Road, East Gate Center Suite 200
Mt. Laurel, NJ 08054

Freedom Financial Associates

609.316.8444

 
When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit It May Be Time for a Financial Checkup

Take Back Control of Your Financial Future

Today’s economic environment presents many challenges. However, along with these challenges comes opportunities and potential rewards.

Whether you’re facing retirement — looking for more effective ways to save for retirement — or want to better understand certain investment ideas—we can help you address your most pressing money questions.

Our mission is simple: We help people take back control of their financial future.

It's all to common to feel confused and overwhelmed... maybe even a little scared of financial decisions that effect retirement. It's natural. As such, many lose sleep over past decisions, feel helpless, or ignore the problem all together. 

We are here to help you take back control!

Long-term relationships that encourage open and honest communication have been the cornerstone of our success. Our first priority is to YOUR overall financial and non-financial well being. We want to learn more about YOUR personal situation, identify YOUR dreams and goals, and understand YOUR tolerance for risk. Only through this understanding can we properly craft an appropriate financial strategy.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note with any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer. 

Then, when you are read, schedule an appointment for a FREE initial consultation.

We look forward to hearing from you.

Helpful Content

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

From Boats to Brokers

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

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