Freedom Trail Financial, LLC

07/15/2026

Estate planning isn't a one-and-done task. Major life events, changing laws, and shifts in your finances are all good reasons to review your estate strategy regularly.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

07/13/2026

Retirement isn't always what people expect. Separating perception from reality can help you make smarter financial decisions and prepare for the lifestyle you truly want.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

07/09/2026

Your investment strategy should reflect your comfort with risk—not someone else's. Understanding your risk tolerance is an important step toward building a portfolio that fits your long-term goals.

Learn about what risk tolerance really means in this helpful and insightful video.

07/07/2026

Women often face unique retirement challenges—but a thoughtful financial strategy can help build confidence and long-term security. Start planning today for the future you deserve.

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

07/03/2026

Freedom Trail Financial wishes you a happy 4th of July!

07/01/2026

Charitable giving is evolving, with more donors using tax-smart strategies and intentional planning to maximize their impact. A thoughtful approach can help support the causes you care about while aligning with your financial goals.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

06/29/2026

Charitable giving can do more than support the causes you care about—it may also offer meaningful tax benefits when planned strategically. A thoughtful donation can make an impact on your community and your financial plan.

There are benefits and limitations when you decide to donate stock.

06/24/2026

Estate planning is more than a will. Documents like powers of attorney, living trusts, and living wills can help protect your wishes and loved ones if the unexpected happens. Review your plan regularly.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

06/22/2026

Did you know some life insurance policies can create taxable income if they mature during your lifetime? Understanding your policy’s terms can help you avoid surprises and plan ahead.

Life insurance proceeds are generally tax-free. But not in all cases.

06/18/2026

Retirement isn’t just about finances — it’s about purpose, lifestyle, relationships, and how you want to spend your time. Asking the right non-financial questions today can help create a more fulfilling tomorrow.

Things to consider before retirement.