Hello I hope you had a great summer! As I am back from my vacation and final weekend trip this past Labor Day, I always get into planning and organization mode. It is exciting to get back to everyday routine and implement some of the ideas I formulate while traveling and visiting new places. Fall also happens to be a great time to assess your financial planning action items, therefore I included the most important information pieces that you want to think about in the upcoming weeks. Be sure to check out our Webinar replays listed below. As always, feel free to reach out with any questions, Beata

Is a 529 Plan the Best Way to Save for College? Posted by: Beata Dragovics MSFP®, CFP®  Realizing that the pursuit of higher education will come at substantial cost, you may be searching for the most efficient way to save for that moment when your children leave home and the bills roll in. But there are many available options to consider . Read More

Maximizing Your Employee Benefits  Posted by: Beata Dragovics MSFP®, CFP®  Fall means open enrollment season—an opportunity to adjust your benefits elections prior to the start of the New Year. Yet surveys often reveal that many employees are not fully aware of all their employer-provided benefits and don’t take full advantage of them. Read More

Equity Compensation and Your Financial Plan Posted by: Beata Dragovics MSFP®, CFP® The role and makeup of equity compensation programs within the life sciences industry continues to evolve. Stock grants and stock options remain key components within many employers’ compensation packages. So how do you integrate equity compensation into your overall financial plan? Read More

THE GOOD IN DOING GOOD

How This Pharma Executive Retired to Help People Around the World Marketwatch, Scott Boyer Think about listening to that voice inside you that says you could make your “what if” a reality and ignoring the voice that says you cannot. And don’t go about it alone. I know I couldn’t have. So, what is your “what if”? What keeps you awake at night? What big problem or issue could you spend the rest of your life solving? ... Read more

Webinar Replays on Demand

Tax Cuts and Jobs Act 2018 Tax Changes: How Will You be Affected?  Listen Here

Equity Compensation Trends & Strategies For 2018 Incorporating Equity Compensation into Your Overall Financial Plan Listen Here

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Beata Dragovics CFP®, MSFP®, CEP® Financial Advisor & Principal Freedom Trail Financial Tel 617.247.1112 | Fax 877.759.4471 www.freedomtrailfinancial.com [email protected]   ‌ ‌ ‌

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Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Freedom Trail Financial, LLC are separate and unrelated to Commonwealth. Freedom Trail Financial, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. As a Registered Investment Adviser, Freedom Trail Financial offers financial planning services for a fee that are separate and unrelated to our relationship with Commonwealth.