Financial Intelligence for the Life Science Professional
ISSUE SIX  |  SEPTEMBER 2017

With the U.S. Labor Day holiday now in the rearview mirror and the unofficial end of summer travels upon us, I cannot help but reflect on my favorite quote from U.S. historian Miriam Beard:
 
"Travel is more than seeing of sights, it is a change that goes on, deep and permanent, in the ideas of living."
 
That quote has always resonated with me. My best, most creative ideas always come to me when I am away from my daily routine and can view things from a different perspective. On other hand, by the end of my summer travels, I always look forward to returning to the weekly routine that September brings and, for those of us who live in New England, the beautiful fall foliage.
 
I hope you enjoyed some time off this summer and are also anticipating the impending change of seasons.
Kind Regards,

Beata Dragovics,  MSFP®, CFP®,
Freedom Trail Financial
YOUR COMPANY STOCK AS PART OF YOUR RETIREMENT PLANNING STRATEGY

Beata Dragovics,  MSFP®,  CFP®,
The U.S. stock market has been on the rise for more than eight years and healthcare stocks-including many life sciences companies-have participated in this rally. In fact, year-to-date, healthcare is the second best performing sector within the S&P 500 Index.  While this is great news if you own these stocks, you may be wondering, "How long can this last?" The short answer is that nobody knows... . Read the full article  
DON'T IGNORE BENEFITS ENROLLMENT SEASON

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.
To ensure you are not missing out on valuable benefits, be sure to participate in your employer's open enrollment period this year... Read the full article   
BACK TO SCHOOL SEASON REMINDS US OF COLLEGE PLANNING

Beata Dragovics,  MSFP®,  CFP®,
In recent weeks, I've had the pleasure of viewing many Facebook posts from friends and family showing their kids as the head back to school. Whether your kids are entering kindergarten, high school, or college, fall is a good time to revisit your strategy for college savings ..   Read the full article   
EVENTS 
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Beata Dragovics
CFP®, MSFP®, CEP®
Financial Advisor & Principal

Freedom Trail Financial
Tel 617.247.1112 | Fax 877.759.4471