ISSUE  |  December 2016

With the holiday season shifting into full swing, finding the time to focus on your finances can be a challenge for many people. However, as the clock winds down on 2016, there are several important steps you may want consider to help minimize this year's tax bill. Scroll down for more details on actions you may want to take before year-end.  
Kind Regards,

Beata Dragovics
Freedom Trail Financial
5 Tips for Managing Your Year-End Finances
Beata Dragovics,  MSFP®, CFP®,
Employing strategies like managing your deductions and harvesting tax losses can make all the difference come year-end.   Read the full article for useful tips.
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4 Companies That are Doing Good by Giving Back
It's no secret that more and more for-profit companies are finding ways to make a positive impact on the world and give back to their local communities at the same time.  Here's a look at four companies spearheading life-changing initiatives designed to make the world a better place. Read More

In This Issue
Seasonal Spotlight

Beata Dragovics
CFP ®, MSFP ®, CEP ®
Financial Advisor & Principal

Freedom Trail Financial
Tel 617.247.1112 | Fax 877.759.4471 |