Freedom First Advice Center

January 20, 2023

What’s Your Retirement Number?

A question that lurks in everyone’s mind is, “How much money do I need to retire?” While it’s a simple question, the answer is anything but that. Unfortunately, there is no magic number or one-size-fits-all solution. Everyone’s number will vary due to a multitude of factors. So, while one person might need $2 million to retire, another may only require $750,000.

Working with a financial advisor is generally the best way to ensure you don’t outlive your money in retirement. But several methodologies can help you determine a ballpark figure to assist with planning.

The following guide will reveal ways to estimate your retirement number and identify crucial factors often overlooked by future retirees.

March 12, 2021

Ensure Your Goals with Quarterly Financial Check-Ups

You probably have some type of financial goal you’re looking to achieve. It may be a short-term goal to raise money for a family vacation or a long-term goal of saving a bit from each paycheck to place into a retirement account. In order to reach your goals and prevent them from simply becoming a wish requires you to work at them constantly.

While it’s common to review your finances annually with your financial advisor or on your own, this may prove to be a financial mistake. Too much can happen during the year to completely derail your financial plans, especially with unexpected expenses that always seem to pop up.

June 05, 2020

What Should I Do With My Money If I Recently Lost My Job?

This article was originally written on June 1, 2020.

Steve Devlin, Senior Financial Consultant with Freedom First Wealth Management, and Jason Fletcher, Financial Consultant with Freedom First Wealth Management, share their thoughts on what to do with your finances if you recently lost your job.

March 25, 2020

Market Update from Freedom First Wealth Management

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This article was originally written on Sunday, March 22, 2020.

March 17, 2020

Market Commentary from Freedom First Wealth Management

Steve Devlin, Senior Financial Consultant with Freedom First Wealth Management, and Jason Fletcher, Financial Consultant with Freedom First Wealth Management, share a couple thoughts to keep you aware of the things they believe are most important as we weather the storm in the markets.