Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Jack Vadnais, CFP®
Director
(413) 786-5000
Director of FCU Investment Services and LPL Financial Advisor 959 Springfield Street, Feeding Hills, MA Jack joined Freedom in 2011 as a financial advisor and was named Director of FCU Investment Services in 2019. A Navy veteran, he is a...