MFAC Financial Advisors, Inc. and M Freedman & Co., Inc.

12/05/2025

Are you covered or you soon be covered by ? This article from discusses beginning 2026 in a relatively easy to digest format.

Lower prices on 10 drugs, new features in plan finder, no reenrollment in prescription payment plan? You’ll see those benefits and some things to watch out for.

10/24/2025

The adjustment for 2026 has been announced. It is 2.8%, a bit higher than the 2.5% increase for 2025.

Social Security benefits and Supplemental Security Income (SSI) payments for 75 million Americans will increase 2.8 percent in 2026. On average, Social Security retirement benefits will increase by…

07/14/2025

! ! ! Have you been a ? If so, you're not alone. It has been reported that in 2021 one of 5 Americans were impacted by a . in February 2025 I was interviewed by the for a podcast about , titled"Disaster-Proofing Your Clients' Finances: Lessons from the Front Lines." A few days ago the AICPA published the podcast. Here is a link to the podcast which is less than a half hour in length. I hope you learn something from it.

Education Podcast · Updated Biweekly · Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, invest…

03/05/2025

Thanks to for including several quotes from me in his article, . Be smart. Be Prepared.

From Altadena to Asheville, the tragedies provided an urgent wake-up call

01/31/2025

! You never know where or when they will occur. If you have been a disaster victim of the , , , , , etc., you know that with pre-planning your outcomes may have been better. I was interviewed by , for an article which appeared January 30, 2025 in online. Be prepared for your post-disaster journey with tips I have provided in this article.

A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster.

11/11/2024

Thank you to for giving me a brief mention in his online article last week, regarding investment portfolios after 's win as elect. https://bit.ly/4eyv6bu

11/01/2024

The has announced the 2025 contribution limits for and related limits.

The tax authority also announced changes to catch-up contributions tied to Secure 2.0.

10/23/2024

The has announced the 2025 Tax Brackets. Inflation has caused the brackets to be widened, which results in reduced income taxes for you if your income is the same or higher in 2025 as compared with 2024. In addition, the Standard Deduction has also been increased for 2025.

Find out how much you will owe to the IRS on your income

10/10/2024

The has announced the 2025 and new wage base for taxes. https://bit.ly/4eAtzCr.

08/30/2024

Are you covered by ? If so, you may want to read this article from AARP about 2025 changes.

Lower drug costs, coverage changes and new benefits

08/23/2024

Do you have ( )? If so, my colleague, , provides a useful discussion of the financial and tax implications and considerations upon vesting of the shares, at this link: https://bit.ly/3ANx2OM If you are considering professional guidance in this area you can reach out to him or to me to discuss your unique circumstances.

Restricted stock units (RSUs) are a popular form of equity compensation for publicly traded companies seeking to attract and retain top talent. And, as with other forms of equity compensation, they can supercharge the accumulation of wealth during your career.

08/13/2024

As a and I was surprised to learn the percentage of True/False questions individuals couldn't correctly answer in a quiz about , generated by . How would you do on the quiz? : https://bit.ly/3M67leM