John S. Schwalbach, CFP®, CLU, AIF®, CEPA

About John S. Schwalbach, CFP®, CLU, AIF®, CEPA

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So far John S. Schwalbach, CFP®, CLU, AIF®, CEPA has created 3 blog entries.

How We Help Business Owners Running on EOS with Comprehensive Financial Planning

The Entrepreneurial Journey: From Card Tables to Financial Freedom Think back to when you first started your business. For us at Freedom Financial Partners, it was 12 years ago last month, beginning with a couple of computers, a few card tables, and endless optimism. We understand firsthand that as a [...]

How We Help Business Owners Running on EOS with Comprehensive Financial Planning2025-04-10T10:54:50-05:00

What is going on in China? China’s Regulatory Shifts Impacting Emerging Markets

We have been receiving a lot of questions here at Freedom Financial regarding China and changes to the regulatory environment. Many of you have been reading articles about the Chinese company, Evergrande, as they navigate a potential debt restructuring. While the situation with Evergrande is still playing out, we wanted [...]

What is going on in China? China’s Regulatory Shifts Impacting Emerging Markets2022-08-25T12:28:42-05:00

The Clock Could Be Ticking for Favorable Estate Planning Provisions

A big focus for Freedom Financial this year has been following potential estate tax law changes under the new Biden administration and anticipating how they could impact our clients. We will continue to focus on this topic with clients as we follow potential estate tax legislation and changes. Estate tax [...]

The Clock Could Be Ticking for Favorable Estate Planning Provisions2022-08-25T11:40:02-05:00
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