Beata Dragovics, MPAS®, CFP®, CEP®
@FreedomTrailFin
Founder of Freedom Trail Financial, where I proudly provide wealth management solutions to biopharma professionals, individuals, and families across Boston.
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Estate planning? Don't stop at a will! Trusts simplify legacy, protect assets, and ensure privacy. Revocable = control, Irrevocable = protection. Choose wisely! Source: bit.ly/relkTu #estateplanning #financialplanning #wealthmanagement
Did you know, over 40% of over-65-year-olds are single? Retirees w/out a partner face unique financial challenges with savings, taxes, and long-term care. Discover smart strategies to plan confidently for #retirement: bit.ly/3EBeYdi #retirementplanning #financialplanning
Learn how starting retirement contributions sooner, even with small amounts, can make a significant difference over time. #retirementplanning #financialplanning #wealthmanagement #contributions #retirement ow.ly/b8nE50XSx0f
Happy New Year from the Freedom Trail Financial team!
Happy Holidays to you and yours from the Freedom Trail Financial Team!
Learn how different financial professionals can work together to support your goals and strengthen your financial future. #financialplanning #wealthmanagement ow.ly/794g50XGkws
Gen X: Balancing retirement while supporting family? Here’s how to prepare! 💡 #retirement #genxfinance #financialplanning #wealthmanagement bit.ly/ytrM
Holiday gatherings reveal changes in aging parents, raising care questions. Many families feel unprepared. Early planning is crucial: bit.ly/rqiyTh #caregiving #retirementplanning #financialplanning #estateplanning #wealthmanagement
The largest wealth transfer is here! Prepare heirs for legacy: 1. Involve them in decisions. 2. Update documents. 3. Invest in financial literacy. Source: bit.ly/kjoTh #wealthtransfer #financialplanning #wealthmanagement
The 2026 IRS contribution limits are here! Plan sponsors, update payroll and documents now. Learn how the new thresholds and SECURE 2.0 updates impact compliance: bit.ly/pllndsM #401k #retirement #financialplanning #retirementplanning
Not all charities are what they seem. Research organizations before donating! Learn more: bit.ly/fewlkjSS #CharityTips #charitablegiving #financialplanning #wealthmanagement
Your generosity matters! Did you know some companies double or triple your donation? Follow these steps to maximize your impact: 1. Check for a match. 2. Donate. 3. Submit proof to HR. Source: bit.ly/vlkekSS #employermatch
Happy Thanksgiving! May your day be filled with gratitude and happiness - from the Freedom Trail Financial Team
Maximize your 2025 donations with new tax rules! Accelerate donations now or wait until January. Learn more: bit.ly/jewkSS #PersonalFinance #financialplanning #wealthmanagement #yearendplanning #taxes
Learn how to make your end-of-year philanthropy more impactful: bit.ly/delksSS #SmartGiving #charitablegiving #financialplanning #wealthmanagement
Planning year-end gifts? You can gift $19,000 per person ($38,000 for couples) without tax! 2026 lifetime exemption rises to $15M. More info: bit.ly/hkidF #gifttax #financialplanning #wealthmanagement
End of year = time for tax-smart planning! Here are high-net-worth strategies like gifting and tax-loss harvesting to kick off the new year right: bit.ly/ejkTh #yearendplanning #financialplanning #wealthmanagement
You can’t add to your HSA after enrolling in #Medicare—but you can still use it tax-free for premiums, copays & medical bills. No time limit means you can reimburse yourself for past costs @ any time. Learn strategies to maximize this benefit: bit.ly/wlktW #HSAbenefits
Estate planning? Don’t stop at a will! Trusts simplify your legacy. Revocable trusts offer flexibility; irrevocable trusts lower taxes. Choose based on your goals! Source: bit.ly/relkTu #estateplanning #financialplanning #wealthmanagement
Protect yourself from identity theft! Join our webinar for top tips: Don't share your SSN, shred documents, and avoid suspicious links. Watch here: ow.ly/xohO50XfKEB #identitytheft
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Protecting Yourself from Identity Theft and Fraud
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