Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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...