SERVICE WITH INTEGRITY SINCE 1928
The Frieden Agency began operating in 1928. Founded by the late Jack J. Leterman, the Agency has always focused on meeting the needs of business owners and individuals by offering employee benefits and life insurance planning. In the late 1990s, the Agency augmented its focus on retirement planning services and wealth management. This led to the creation of the Frieden Wealth Management arm of the Agency. In addition to health, life, long-term care, and disability insurance, the Agency offers its clients a full range of innovative products and services aimed at building, maintaining, and protecting assets.
From its inception, The Frieden Agency has felt a strong sense of community and industry responsibility. Today, members of our Agency participate in: The March of Dimes, Special Olympics, Public Broadcasting, the Alzheimer's Association, the National Association of Insurance and Financial Advisors (NAIFA), and the various organizations that are essential to the betterment of our community.
Since 1928, it has been the mission of The Frieden Agency to serve our clients with honesty and integrity. Today, we feel more committed than ever to these principles.
The Frieden Agency |
Newsletters
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?