Friedman Financial

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What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
10/23/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
10/21/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
10/19/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Stay ahead this year with this handy Personal Finance Calendar.
10/16/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Can group and private disability policies work together?
10/14/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
10/12/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Is there a role for both active and passive investments in your portfolio?
10/09/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

10/07/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/05/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Three tips for giving smart from the heart.
10/02/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

Address

472 Wheelers Farms Road, Suite 305
Milford, CT
06461

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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