Marc is LIVE in-studio this week. Marc shares real-life finance stories covering everything from the importance of paying yourself first, the price you pay for convenience, living within your means, the importance of a healthcare proxy, and power of attorney....
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Thinking about investing? Unsure whether it’s a good option for you? Check out this video to learn why it’s important to begin building your nest egg early in life. Tracking #1-05114635...
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Marc is LIVE this week and joined by Christian Karcher. Together they discuss the 15 Personal Finance lessons we can all learn from a year-plus of COVID. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are...
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Marc is LIVE this week and talks about storing docs in the cloud. It saves space and it’s easy to organize, however… when it comes to your tax forms KEEP A HARD COPY! You don’t want to miss anything when filing. He also chats about RMDs and Social Security. DISCLOSURES:...
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This video stresses the importance of an estate plan – for investors of all ages. Having an experienced wealth management professional on your team can ease the transition with an estate plan that protects your family, now and in the future. Tracking #1-05114607...
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Marc is LIVE this week and Oy Vey does he have lots to say. Marc is quite excited to share his joy that the Topsfield Fair is OPEN where he has been managing, with Laura the B’nai B’rith Booth since 2011. Jamie O’Brien, GM for the fair will be Marc’s...
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Marc is LIVE this week and observes that it’s a great time of year to get your financial house in order. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are...
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Marc is LIVE this week and takes his ‘Financial Advice in a Language You Can Understand’TM to your front door with money-saving tips that cover day-to-day things. Did you know you can get full value for coins when using Coinstar? Or how about rechecking the prices for airline tix you...
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It’s hard to fight the urge to splurge. This video explains how you can spend wisely and start saving for tomorrow. Tracking #1-05114635...
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Marc is LIVE in the studio this week. He reflects on his family’s 9/11 story; he was waiting at a gate at Logan to take flight 10 to San Diego when flights were grounded. He also answers the question, ‘Why so many adult children are spending for today?’ And he...
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* On this week’s Dollars & Sense broadcast, Marc is live in-studio and joined by his business partner Marion Gilman. * They talk about the Best & Worst of these financial times. They collectively caution that a market correction is imminent. And they remind their listeners to remain rational during...
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We understand the challenges that women face. In this video, learn how we can deliver financial guidance to help you achieve your goals. Tracking #1-05114597...
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Marc is live this week. People ask, “What is enough?” A Financial Planner helps you realize… What Enough Means to you. Not by addressing an isolated money issue, but by including it in your overall financial plan. There is no one-size-fits-all answer. Because “It Depends” on you. DISCLOSURES: During Dollars...
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Do your children know the golden rule of personal finance? Help them avoid debt by showing them this short video that emphasizes the importance of spending less than you earn. Tracking #1-05114635...
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Marc is live this week and devotes the broadcast to answering one question: “How to Hire a Financial Planner.” Marc gives guidance on how to find and hire a financial planner that puts you and your individual needs first. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc...
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Marc is live this week and asks the question: ‘Do you have an investment person, or do you have a financial planner?’ Many say that the COVID shutdown left them thinking that their financial picture was way TOO COMPLICATED. Too many things SCATTERED about to the point of confusion. Then...
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Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you’re more likely to be successful if you have a financial plan. Watch this short video to learn how a financial plan can help you achieve your dreams. Tracking #1-05114597...
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Freedman Financial’s Director of Financial Planning, the recently promoted Christian Karcher joins Marc this week. They ask some money questions… how you use it, how you think about it, how you plan your financial future with it, and more. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc...
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Marc is LIVE this week and asks: “Do you know what your monthly expenses are?” If the answer is YES, he cautions that you are likely underrepresenting that number. “It’s probably higher than you think.” If the answer is NO, then he urges you to make yourself aware of that...
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[PEABODY, MA] — [July 14, 2021] – We are pleased to announce that Christian Karcher was recently promoted to Director of Financial Planning at Freedman Financial. Christian has served as a financial planning associate for the past four years. During this time, Christian earned his CFP and maintains his Series...
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PICKING UP SPEED Overview THE U.S. ECONOMY powered forward faster than nearly anyone had expected in the first half of 2021. As we were writing our Outlook for 2021 in late 2020, our economic views were significantly more optimistic than consensus forecasts—but in retrospect, not nearly optimistic enough. Our theme...
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Dollars & Sense Marc is LIVE this week and shares an observation: ‘Investors have become complacent?’. He urges that You Ignore the Noise! Marc gives you an outlook through a rational lens, and not the news headlines. Focus on the horizon, and not the waves in the ocean. DISCLOSURES: During...
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Most of us could use a little help managing our money. Review this checklist for pointers on how to start. Review this simple checklist for pointers that can help you manage your money. Click here to download an infographic of the following. JUST PLAN. Critical for long-term success, your financial...
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This week Marc talks about how it best to manage your investment expectations. The market will always go up and down. Time and time again STICKING TO YOUR PLAN is the best strategy. Speculative investing is not a sound strategy. Marc also reminds his audience to never underestimate the power...
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On this Father’s Day, Marc is joined by business partner Marion Gilman. Marc and Marion give their listeners a ‘market reality check’ one year after the COVID shutdown. Stay Steady. Don’t chase the speculators’ counsel, stick to your plan. And, they ask, do how to plan for the unexpected? DISCLOSURES:...
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The world looks different today than it did for your parent’s generation. Similarly, retirement looks different too. Learn how we can work together to develop a comprehensive plan for a secure and prosperous retirement. Tracking #1-05114607...
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Knowing how to budget is essential to any healthy financial life. This video shows your children or grandchildren the basics of budgeting to help them learn to make every penny count....
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Marc is joined by Freedman’s own Christian Karcher. After a yearlong COVID delay, Christian and Jessica get married. Today, Marc and Christian chat about financial planning for Newlyweds. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions...
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Official Notification Effective June 3, 2021, the following updated protocols go into effect. We are pleased to report that all Freedman Financial employees are fully vaccinated against the COVID-19 virus. Effective June 3, 2021, vaccinated clients, vendors, and guests will no longer need to wear masks or follow social distancing...
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Marc is LIVE this week. * Marc responds to listeners’ financial questions that impact their daily life and long term planning. Everything from ‘GRAD gifting’, travel, supply and demand, consumer spending/saving, inflation, retirement and lots more… all in a language you can understand. DISCLOSURES: During Dollars & Sense with Freedman...
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* Marc is LIVE this week. * Marc is joined by his wife Laura, and proud Mom of their 5 fabulous kids. Laura answers and shares ‘Best MOM financial advice ever given or received?’ DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial...
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Socially conscious investors are interested in creating financial portfolios that reflect their values. This video will help you understand ESG, Environmental, social, and governance and how it can help select your investments....
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* Marc is LIVE this week. * Marc shares challenges some clients have gone through resulting from the unexpected loss of the family member that managed the finances. In addition to the sadness felt and necessary planning required, imagine realizing that the road to asset transfer is by way of...
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What does financial responsibility mean to me? By Samuel Woo Financial responsibility is more important than ever in today’s society. In a growing culture of apathy and ignorance, I believe that it is vital for people— especially in the younger generation— to take charge of their financial situations and lay...
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* Marc is LIVE this week. * Marc shares his plans to Reenter, Regather and Reconnect with family and friends as we get deeper into the other side of the pandemic threat. He also asks, ‘Has the housing market peaked?’ As well as explains why the cost of borrowing money...
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Marc is LIVE this week. Clarifies some May tax extension questions. He also discusses how spectacular many recently received 1-year performance statements look, but reminds his listeners that a 3-year performance statement is a truer gauge. And finally, Marc drives home that its ‘not what you make, it’s what you...
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Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk....
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As fiduciaries, placing your interests first is the cornerstone to our relationship. We’ve done it this way for more than 50 years– and now we have an opportunity to share our approach with you. From our very first conversation, you’ll find us asking about everything in your financial life –...
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This week Marc’s son Corey shares his story of perseverance, tenacity and grit on his road to Babson. Congrats Corey! #JobWellDone. He also gives a firsthand account of life as a high school student during COVID. Corey’s ‘All for Babson’ video found here. DISCLOSURES: During Dollars & Sense with Freedman...
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This week Marc shares the stories from folks who have called the office in recent weeks and gives some advice in a language you can understand. Maybe one of these stories is also your story. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific...
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There are a lot of ways to plan for the future. Trusts can help protect your assets so you can create a lasting legacy for the ones you love the most. Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help...
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This week Marc helps you make sense of tax preparation, knowing the details of your investment purchases and the commission payout surprise or two… and more. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for...
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* LIVE THIS WEEK * Marc asks the question: “Given the opportunity in retirement would you A). Maximize your spending or B). Leave an inheritance to your children?” Marc shares answers from both sides. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial...
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* LIVE THIS WEEK * Marc’s college aged daughter joins him this week for some ‘Dad and Daughter Money Talk’. The Marc and Mindy Show. We share stories on financial advice for young adults. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial...
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FOR IMMEDIATE RELEASE [PEABODY, MA] — February 17, 2021 – Marc Freedman of Freedman Financial was recently ranked No. 18 in Massachusetts* in Forbes’ annually published Best-In-State Wealth Advisors. According to Forbes, the annual list highlights over 5,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated...
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*LIVE THIS WEEK VALENTINE’S EDITION* This week Marc is joined by his wife Laura. Marc and Laura discuss the answers to: * 1 * What’s the one thing you’ll spend money on and never worry about the price? * 2 * What’s one thing you’d never spend money on, yet...
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Take steps now to ensure that your investment in your child’s higher education will be a sound investment, as it was for you. Sources Official Video Statistic Statistic Source – And nearly one-quarter defaulting on school loans within 12 years. U.S. Department of Education (2017). The looming student loan default...
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#DidYouKnow It is estimated we’ll consume 1.4B wings today. On today’s show, Marc asks if you know what money goes out and comes into your home every month? Most couples underestimate. And many couples do not have equal knowledge. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc...
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*LIVE THIS WEEK* This week Marc explains, ‘In a Language You Can Understand’, the nuances of the week’s market movement regarding the Hedge Funds’ short selling of GameStop and how their betting against a stock backfired with an assist from a Reddit Group using the Robin Hood app. Still confused?...
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*LIVE THIS WEEK* This week Marc emphasizes the advantage of working with a financial advisor. Financial Advisors offer rational advice during emotional times. Self-investors do not have that advantage. Marc also answers questions received via email, text, and phone calls. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host,...
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It’s Scholarship Time! The Freedman Financial Associates Inc. Scholarship was created to heighten the awareness of personal financial planning, and fiscal responsibility among graduating high school seniors. Now in its 21st year, the Freedman Financial has collectively awarded more than $20,000 to past winners. Eligibility: Any graduating high school student...
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In this, the first live show of 2021, Marc talks about the resilience of hardworking America… business owners… front line workers… etc. Marc also asks if its ‘time to schedule your vacation’? Answer: Well Yeah! Why not get it on the books? Marc also encourages everyone to stay hopeful and...
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In this, the last live show of 2020, Marc responds to questions asked via on-air calls and emails sent to Marc. Discussions include the stimulus, taxes, Required Minimum Distribution and more. Be safe and enjoy your holidays! DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may...
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Marc is live this week and discusses the commencement of vaccines in the U.S. He answers the burning question, ‘Why some people are thriving and why some are still struggling during this Pandemic’. Also, Marc cautions you when you open your financial statements these days and why. Have you heard...
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Excerpt from LPL Research “MORE THAN MOST YEARS, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of lockdowns—it...
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Marc is live this week and discusses why quality stocks matter, as well as the ‘bobs and weaves’ in the market. Marc is also joined by Alan Gibeley of Giblees ‘quality’ Menswear, discusses the customer experience. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss...
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Marc was live this week and discusses the yearend tax planning and financial strategies including the 401k match, diversification, medical flexible spending plans timeline and more. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for...
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Post election broadcast: Joe Biden President Elect and with Congress’ Check & Balance still Intact, the country will continue to operate. Marc shares some points we need to keep our eyes on and how they could impact go-forward plans. And a special treat for listeners, Daniella Mammola of Daniella’s Ristorante...
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In this Dollars & Sense segment, Marc shares some insight from good friend Steve Booren… ‘Fear is normal, and it passes, what lingers is how we react to it.’ DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These...
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In this Dollars & Sense segment, Marc wonders why the Senate & Congress can’t or won’t DO THEIR JOB? DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended...
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In this Dollars & Sense segment, Marc talks about why we should be an active stakeholder in the collective use of our democratic voice. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information...
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In this Dollars & Sense segment, Marc talks about the 3 TRIGGERS, or critical elements that will move the market, our economy, and our emotional IQ forward. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are...
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During this pre-election broadcast, Marc wonders if Congress can Do Their Job? He urges listeners to vote! ‘Let us use our collective democratic voice!’ He ends the broadcast with some sage advice given by a friend: ‘Fear passes, what lingers is how you react to it.’ DISCLOSURES: During Dollars &...
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While Marc is away, Marion Gilman and Christian Karcher of Freedman Financial host this week’s broadcast. Topics this week include Social Security, housing costs, and financial planning, as well as an interesting chat about ‘your money personality’. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may...
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This week Marc discusses the importance of ‘Long Term Thinking’ regarding Financial Plans; describes how Freedman Financial customizes a financial plan based on ‘your story’ and opines about the dialogue level in the Senate. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial...
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We request visitors to our office cooperate with efforts to reduce the health risks associated with the current COVID-19 crisis: Please call ahead and schedule all visits to our office. Prior to your appointment if you have been exposed or have any symptoms of COVID-19 we’d ask that you DO...
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This week Marc announces onsite client meetings to be scheduled on a limited basis, and importance of ‘Getting Your Financial House in Order’. Know what works for you. ** Click here to view’COVID-19 Safety Protocol when Visiting Freedman Financial’ ** DISCLOSURES: During Dollars & Sense with Freedman Financial, your host,...
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This week Marc explains the ‘Hierarchy of Financial Needs’. Step one, get your cash flow under control. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide...
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This week Marc shares the approach he urges in a ‘wobbly’ market. Discusses market growth, value funds and asset allocation. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not...
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This week Marc talks about why he remains optimistic no matter who wins the 2020 presidential race. Also shares that when buying a stock, it best to identify triggers first, and Marion joins Marc to chat about the market’s impact on your portfolio. DISCLOSURES: During Dollars & Sense with Freedman...
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This week Marc asks if you have a new appreciation for rediscovered & new activities since the pandemic. Christian Karcher also joins Marc this week to discuss investing as a long-term strategy. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and...
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This week Marc discusses how the S&P has regained its prior losses, so why hasn’t your portfolio been as resilient? Let us share why. Stay calm and patient. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions...
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This week Marc discusses the ‘Slow & Steady’ reopening, ‘What does a FULL recovery really mean?’ Anatomy of the GDP and he asks: Is it time to re-imagine what your work future looks like? DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial...
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This week Marion Gilman joins Marc. They discuss the strength of Team Freedman, market movement and investment planning. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to...
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This week Marc discusses how being financially responsible includes knowing where applicable docs are and planning for the unexpected. In this era of a pandemic it’s time to think about Needs vs. Wants. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning...
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This week Marc discusses the importance in taking a rational approach in today’s market. Marc is joined by Christian Karcher to talk about Freedman Financial’s approach to investments and your financial plan. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and...
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LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the next president! It’s still going to be a challenging environment...
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This week Marc discusses the cautious reopening stand taken by Massachusetts; financial planning tips amidst a pandemic and Freedman Financial’s very own Christian Karcher joins Marc covering a wide range of financial topics. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning...
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On this week’s broadcast of Dollars & Sense, Marc asks: Where’s Your Retirement Income Coming From? What Are Your Goals? And Shares His 8 Points in the COVID Recovery Cycle. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas....
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This week Marc talks about the Phase 2-Outdoor Dining Experience; Did you stay ‘market patient’ during the shutdown? Work-Life Balance: Now I get it after working from home for months. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas....
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This week Marc talks about preparations for Phase 2 Reopening; the strength of our Country’s humanity, as well as Stimulus Payments & Scam Warnings. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information...
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This week Marc talks about the constantly changing COVID Information channels. What is one to do? Do what’s best to ‘Take Care of You and Your Family’, and Let’s stop the polarization and share some Good Stuff too. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman,...
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What does financial responsibility mean to me? Financial responsibility means living within my means, understanding my goals and the resources it will take to achieve them, and creating opportunities that give me the means to achieve my goals. Living within my means is not complicated, but it is not always...
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This week Marc talks about reopening Massachusetts and the rest of the country. Are we ready? Are you ready? DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended...
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This week Marc wishes all Mom’s a Happy Mother’s Day! Chats about paychecks: What are we worth? Financial planning reset and review. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and...
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This week Marc asks, Is the Paycheck Protection Program + Unemployment Stimulus a Disincentive for Employees to Get Back on the Job? And are you SAVING MORE? Many are during the pandemic. DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and...
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This week Marion joins Marc LIVE to talk about how spending has changed during quarantine, and business as usual-ish for Freedman Financial DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and...
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How prepared were you for this remote reality? This week Marc invites you to Freedman Financial’s Remote Video Town Hall and talks about Digital Readiness for today’s new normal, CARES ACT and Market Updates. #StayTogetherApart DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific...
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Marc shared his story and that of his firm with Chris Boyd of the FPA MA Wicked Pissah Podcast. With great candor and detail, Marc shares insights into their financial planning approach, marketing techniques, and team composition. Hear how they have handled communications during market declines and the Coronavirus. Also,...
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INDIVIDUAL ASSISTANCE Recovery Rebates Provides all U.S. residents with an adjusted gross income of $75,000 or less $1,200 for singles and heads of households ($2,400 for married couples filing joints returns). The rebate is phased out by $5 for every $100 over $75,000 that an individual receives and phased-out completely...
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On March 27, 2020, in response to the COVID-19 global pandemic, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act. This is historic and sweeping legislation created to help keep workers paid and employed, allow businesses to remain operational, make necessary health care system enhancements and stabilize the...
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CARES ACT PASSES. This is historic and sweeping legislation created to help keep workers paid and employed, allow businesses to remain operational, make necessary health care system enhancements and stabilize the economy. Marc and Marion highlight key components of the Coronavirus, Aid, Relief, and Economic Security (CARES) Act. #StayTogetherApart DISCLOSURES:...
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Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can...
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This is not the time to panic. If history tells us anything, bear markets don’t last forever, and the markets will once again rise to record levels. Trying to speculate market movements in volatile times has proven to be a dangerous strategy #StaySafe out there. DISCLOSURES: During Dollars & Sense...
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Our experience suggests that patience is rewarded. We’ll continue to guide you through this treacherous terrain and help you arrive safely on the other side....
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When word of the coronavirus emerged from China in early January, we had no idea of the seismic impact it would have on our globe. Today, in Massachusetts, schools, retails stores, and restaurants are closed. Entertainment venues are empty, and life-cycle celebrations are on hold. How quickly the world has...
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A plunging stock market. The widening shadow of recession. Fed interest rate cuts and government stimulus. It’s beginning to feel a lot like 2008 again. And not in a good way. For many Americans, the stomach-churning market drops and growing recession talk of the past few weeks – triggered by...
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March 12, 2020 – Marc and Marion share a letter sent to Freedman Financial Clients Dear Clients, Last night the President announced that the administration is taking forceful steps to contain the Coronavirus (COVID-19) and protect our citizens. Businesses, schools, non-profits and entertainment venues have also established guidelines that encourage...
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March 9, 2020 – Marc and Marion share a letter sent to Freedman Financial Clients Dear Clients, After experiencing volatility in the stock market due to the Coronavirus, today we faced another wrinkle – declining oil prices. OPEC members have not been able to agree on oil output and prices,...
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February 25, 2020 The past few days have been challenging for the markets. And as the number of Coronavirus cases outside of China jumps, there still may be more turbulence in the weeks that follow. Like any virus outbreak, the fear of the unknown creates uncertainty. Market overreaction is normal,...
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FOR IMMEDIATE RELEASE [PEABODY, MA] — [January 28, 2019] – Marc Freedman of Freedman Financial was recently ranked No. 19 in Massachusetts* in Forbes’ annually published Best-In-State Wealth Advisors. According to Forbes, the annual list highlights over 4,000 of the nation’s top-performing advisors, nominated by their firms and then evaluated...
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SECURE ACT: Impact on Small Business Retirement Plan Offering Hosted by CFP® Marc Freedman of Freedman Financial, “Dollars & Sense” is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can...
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Dollars & Sense THIS SEGMENT: SECURE ACT: How Does it Impact You? 1/12/20-s2...
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It’s Scholarship Time! The Freedman Financial Associates Inc. Scholarship was created to heighten the awareness of personal financial planning, and fiscal responsibility among graduating high school seniors. Now in its 21st year, the Freedman Financial has collectively awarded more than $20,000 to past winners. Eligibility: Any graduating high school student...
View More SECURE ACT: Impact on Handling Wealth Transfer Hosted by CFP® Marc Freedman of Freedman Financial, “Dollars & Sense” is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart...
View More SECURE ACT: Impact on Beneficiaries Hosted by CFP® Marc Freedman of Freedman Financial, “Dollars & Sense” is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make smart financial decisions...
View More SECURE ACT: Impact on the Required Minimum Distribution Hosted by CFP® Marc Freedman of Freedman Financial, “Dollars & Sense” is designed to provide “Financial Advice in a Language You Can Understand®”, Marc gives listeners a chance to learn about financial planning, investments, retirement, and more so that they can make...
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Dollars & Sense THIS SEGMENT: Stealth Expenses in Retirement, 10/27/19-s4...
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Dollars & Sense THIS SEGMENT: Rethinking Florida for Retirement, 10/27/19-s3...
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“At LPL Research, as we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook from corporate America, and continued strength in consumer spending. Trade risk, slower global growth, and...
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Dollars & Sense THIS SEGMENT: Preparing for Life in Retirement, 10/27/19-s2...
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Dollars & Sense THIS SEGMENT: Value of Personalized Service, 10/27/19-s1...
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That’s a question we posed to our clients a couple years ago when we moved to our new office location. Our goal was to build a word cloud. You know, that computer generated design that makes certain words larger than others based on the number of times they’ve been mentioned....
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THIS SEGMENT: The The Clients We Serve, 9/15/19 SEG 4...
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Click here to to view and download the entire ‘Favorite Apps’ list. (Clickable links included.) Tracking #1-914164...
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THIS SEGMENT: Open Minded Approach to Retirement Planning, 9/15/19 SEG 3...
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THIS SEGMENT: OUTLOOK FOR THE REST OF THE YEAR, 9/15/19 SEG 2...
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THIS SEGMENT: THE IMPACT OF MOMENTS, 9/15/19 SEG 1...
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Dollars & Sense THIS SEGMENT: Why You Need an Emergency Fund, 8/11/19...
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Financial Advice in a Language You Can Understand® With Labor Day in the rearview mirror, the kids are back at school, and those who make their livelihood in the financial markets have returned from summer vacation. It’s a time where trading volume increases, corporate budget meetings ensue, and year-end planning...
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Dollars & Sense THIS SEGMENT: Don’t Forget the Beneficiary – Avoid Probate 8/4/19...
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[PEABODY, MA] — [August 22, 2019] – Marc Freedman, CFP®, financial planner at Freedman Financial, recently attended LPL Financial’s Focus 2019 conference, one of the financial advice industry’s premier events and the largest annual conference hosted by LPL Financial. Freedman joined a select group of LPL Financial advisors invited to...
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Dollars & Sense THIS SEGMENT: The Truth About the S&P 500, 8/11/19...
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Dollars & Sense THIS SEGMENT: Thoughts on Market Volatility, 8/11/19...
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Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the costs of the care....
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Dollars & Sense THIS SEGMENT: IRAs and Beneficiary Designations, 8/4/19...
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It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a greater sense of personal satisfaction. Here are five tips to follow when seeking balance in your finances. ACCESS TO MONEY IS NOT EVENLY...
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They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you help make the difference for others, and perhaps you see the world differently as a byproduct. If you are thinking about combining travel with some...
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Dollars & Sense THIS SEGMENT: College Days-Financing Tuition Part 2, 8/4/19...
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Dollars & Sense THIS SEGMENT: College Days-Financing Tuition Part 1, 8/4/19...
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Think you have a good handle on the basics of investing? Take this 10-question quiz to see how you rate on basic investment skills. 1. If you buy a share of company stock, a. You own a part of the company. b. You become responsible for the company’s debts. c....
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Dollars & Sense THIS SEGMENT: Net Worth and Cash Flow, Dollars & Sense, 7/14/19...
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Dollars & Sense THIS SEGMENT: 8000 Days of Retirement, 7/14/19...
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Dollars & Sense THIS SEGMENT: Difference Between Wealth Management & Financial Planning, 7/14/19...
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Picture an admissions officer at an elite university, weighing whether that school should accept your child in its next freshman class. A quick Instagram or Facebook profile search discourages that academic gatekeeper. Your kid doesn’t get into that great college, all because of what was posted online. “Keeping it real”...
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Dollars & Sense THIS SEGMENT: What Does it Mean to be Wealthy, 7/7/19...
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Dollars & Sense THIS SEGMENT: How to Work with Freedman Financial, 7/7/19...
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Dollars & Sense THIS SEGMENT: What Happens in Initial Consult with Freedman Financial, 7/7/19...
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Dollars & Sense THIS SEGMENT: Getting Your Financial House in Order, 7/7/19...
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Just as few weathercasters can accurately forecast a month’s worth of temperatures and storms, many retirees find their futures unfolding differently than they assumed. Your assumptions may be tested as well. You may retire sooner than you anticipate. A majority of pre-retirees polled in the 2016 Transamerica Retirement Survey believed...
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LPL Research’s Midyear Outlook 2019 provides updated views of current fundamentals and the things that should persist as shorter-term concerns fade and emphasizes their four primary pillars for fundamental investing—policy, the economy, fixed income, and equities. As the headlines change daily, look to these pillars and LPL Research’s Midyear Outlook...
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These are important figures to keep in mind, but they miss a key critical element: how you go about defining and prioritizing your unique life goals, and then tracking your progress toward them. Here are five ways to make sure that the numbers don’t sidetrack you from what’s really important...
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One who is responsible takes accountability for his actions, acts independently and maintains control. As I graduate high school and embark on adulthood, I am quickly finding that as my parents warned, many responsibilities loom ahead. One of the most daunting, yet important is financial responsibility. My choices and actions...
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Please join us to hear insights on today’s most critical economic and investment topics from Dr. David Kelly, Managing Director, Chief Global Market Strategist, J.P. Morgan Asset Management. Using the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, David will share thoughts on the current economic...
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Wealth creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about managing and preserving wealth to the younger generation. However, you want the family legacy to be about more than astute...
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FOR IMMEDIATE RELEASE [PEABODY, MA] — [February 25, 2019] – Marc Freedman of Freedman Financial was recently ranked No. 19 in Massachusetts in the annual Best-In-State Wealth Advisors list published by Forbes. According to Forbes, the annual list highlights over 2,000 of the nation’s top-performing advisors, nominated by their firms...
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Leaving the workplace after 65 may help position a woman for slightly greater retirement income and reduce some of the pressure of funding her “second act.” Women tend to receive smaller Social Security payments than men. This doesn’t necessarily reflect a difference in earnings. Social Security benefits are calculated based...
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While some people may frantically try to catch up on retirement saving after age 50, you have the chance to harness the power of compounding by starting decades earlier. When you start may matter more than how (or how long) you invest. Take the example of a hypothetical 25-year-old, Heather,...
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It’s Scholarship Time! The Freedman Financial Associates Inc. Scholarship was created to heighten the awareness of personal financial planning, and fiscal responsibility among graduating high school seniors. Now in its 20th year, the Freedman Financial has collectively awarded more than $19,000 to past winners. Eligibility: Any graduating high school student...
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From an investment standpoint, 2018 will likely be remembered as the year when nothing seemed to work. Despite efforts to build well-balanced portfolios and minimize risk, it was tough to find safe zones – every investment category seemed to feel some degree of pain. It didn’t matter that in prior...
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We are pleased to announce the release of the LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, filled with investment insights and market guidance for the year ahead. After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—investors are...
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In America today, carrying some debt is unavoidable, and even desirable, for most households. But between mortgages, car payments, and credit cards, many Americans find themselves over their heads — unable to dig out from under a growing debt burden that consumes an ever-growing portion of their resources. The average...
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Good money habits can help you as you save and invest for the future. Bad habits can leave you treading water (or underwater) financially. Here are some to avoid. Not saving enough. Instead of paying themselves first, some families pay others first. Dollars they could save and invest are instead...
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On Saturday, September 22nd Freedman Financial will offer clients and the community the opportunity to have their paper records shredded and recycled during our Community Shredding Day. This free event aims to raise public awareness of the need to securely destroy confidential material in order to prevent identify theft and...
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I am no film critic, but I know what I like, and I like what I know! Though I’ve never considered myself a “movie maven,” I do find myself attracted to art films, the kind they show at Kendall Square or West Newton Cinema…where the dress code is decidedly Birkenstocks...
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What’s the first thing that you do in the morning after you wake up? Do you check your email? Scroll through Facebook? If you’re like most, you brush your teeth, put on your pants and hold your coffee cup the same way every morning. These consistent acts create our array...
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In the sports world, a mental error can cost your team the big game. When you are investing, a mental error can put your retirement portfolio at risk. Mistakes often result from letting misconceptions and emotions affect your decisions. Successful investing generally requires logic and reasoning. To avoid a fumble,...
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Tucked away in historic Peabody, Mass., nestled along the gateway to Salem, just north of Boston, is Freedman Financial, a family-run practice that started 50 years ago in the basement of Barry Freedman’s home. He built the business going door-to-door, determined to make a difference in the lives of his...
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“For the second half of 2018, continued economic growth and market gains may bring the heightened drama of increased volatility. So while there may be some twists and turns ahead, at LPL Research we expect the positive fundamentals to prevail.” Click here for full 2018 Mid Year Outlook. Tracking #1-747597...
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If you are already receiving Social Security benefits before you turn age 65, no sign-up is required for Medicare Part A or Part B. Part A is basic hospital insurance; Part B helps to pay for medically necessary services such as doctor visits or outpatient care. You automatically become eligible...
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Did you know that 80% of all people who ever lived to age 65 are alive today? So with so many people between 65 and “death”, we thought we’d share a compilation of things to do… LIFE IN RETIREMENT SPEND YOUR MONEY – This isn’t your father’s retirement. One of...
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Thank you so much! I am so incredibly honored by this award. You guys were my first group of students when I got to Babson. I was so nervous when I first started teaching you, but right away, you made me feel like I had found a home here at...
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Long-term investment goals are as unique as the people who set them. Some investors set their sights on building a dream home; others may be looking to launch a new business. Still others seek the more traditional long-term goals of a comfortable retirement or funding a child’s education. No matter...
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What does financial responsibility mean to you? The older I get, the more I come to understand the true value of a dollar. It began when I was a toddler and first learned that money was what bought us every tangible object we owned. At that point in my life...
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It’s more important than ever to have a Financial Plan that places your interests first. The following ten ideas will lend pause as you think about whether it’s time to revisit your current financial plan. YOUR LAST FINANCIAL PLAN IS COLLECTING DUST If you’re like many people, the allure of...
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It is my belief that infusing real life skills into a Public School’s curriculum is essential for preparing our children for the “real world”. Over the years, I’ve had periodic opportunities to “guest speak” at many schools and talk to the students about making smart financial decisions in real life....
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They say you have to walk in a person’s shoes to know where they’re going and why. Planning for your financial future is a journey you don’t have to walk alone. Tracking #1-714136...
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This month Freedman Financial will celebrate 50 years of providing financial planning and investment advice to individuals and families. Back in 1968, planning for your financial future was a relatively foreign idea, yet the “vision” of retirement very clear. On the last day of work, your company would throw retirement...
View More FOR IMMEDIATE RELEASE Peabody, MA-April 2018— Freedman Financial of Peabody, MA is proud to announce their 50th anniversary of providing financial planning and investment advice to individuals and families who live or have roots on the North Shore and Merrimack Valley. Started by its founder, Barry M. Freedman on April...
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We’ve all made bad decisions. This video shows how you can improve your odds of making good financial choices with the latest technology that supports the advisor’s expertise. Learn more. Financial advice in a language you can understand. TM Tracking # 1-708319...
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Learn more about financial strategies that can help women protect themselves and their families, should something unfortunate occur. Tracking #1-714073...
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There is a good possibility that you or your spouse will eventually require some form of long-term care. According to the U.S. Department of Health and Human Services, about 70% of people aged 65 or older will enter a nursing home for some period of time during their lifetimes.1 Whether...
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95% of Americans have not saved enough for retirement. Act now, your retirement is approaching. Tracking #1-714086...
View More FOR IMMEDIATE RELEASE BOSTON — March 1, 2018 — Marc Freedman, President and CEO of Freedman Financial was ranked on Forbes Best-In-State Wealth Advisors list for 2018. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm...
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Perhaps you think of dropping your change into a can at a local shop or placing a few dollars into a Salvation Army kettle during the holidays. Maybe you’ve bought Girl Scout cookies or donated clothing to a local relief organization. Opportunities for giving surround us each day. The greatest...
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LIFE IN A BOX is rarely that simple, especially the older we get. How about your ‘financial house’? Do you use a file cabinet? Or perhaps a row of shoeboxes? Some use a spread sheet, while others… a post-it note. But no matter what you use, it works… well… sort...
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Marc Freedman and Marion Gilman of Freedman Financial share their thoughts about the recent market volatility. Highlights: This is normal volatility Underlying fundamentals of the economy are good Freedman Financial continues to rebalance ALL CLIENT portfolios as the market shifts Last year’s low ‘pull back’ likely left many complacent resulting...
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Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your money well or have a plan to protect your assets from sudden calamity. Snares like the ones mentioned below could easily threaten your financial security....
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Our lives are marked by special moments, that define who we are and what’s important to us. You’ve planned for these special moments… But what happens to your family when you’re suddenly not there? Have you planned for that? Tracking #1-714105...
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It’s Scholarship Time! The Freedman Financial Associates Inc. Scholarship Program is designed to heighten the awareness of personal financial planning, and fiscal responsibility to graduating high school seniors. Eligibility: The scholarship is available to any graduating high school student who is a child, grandchild and/or great-grandchild of a current Freedman...
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To help you determine if your asset allocation is appropriate for today’s market environment, complete the following worksheet.1 Then, call your financial advisor — together you can decide if changes in your portfolio management strategy may be necessary. 1Asset allocation does not assure a profit or protect against a loss....
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On December 22nd President Trump signed a historic tax bill into law. The quick passage left many scrambling to understand whether the new law would impact them. Journalists posted articles that raised additional questions. The result was huge amounts of uncertainty and misunderstanding. A New York Times poll early December...
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The recently released LPL Research Outlook 2018: Return of the Business Cycle publication contains the investment insights and market guidance for the year ahead. Traditional business cycle drivers are expected to take a larger role in spurring further economic and market growth in 2018, as we have experienced a fundamental...
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Sometimes it helps to know someone is in your corner. Learn how we can help you navigate the complexities of building wealth and how to put a plan in place to manage your financial future. Tracking #1-714160...
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Dollars & Sense is a financial radio show created and hosted by Marc Freedman, President and CEO at Freedman Financial. Designed to provide “Financial Advice in a Language You Can Understand TM”, Marc gives the radio show listeners a chance to learn about financial planning, investments, retirement, and more so...
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Millennials have different financial challenges from their parents. We get it! We understand their unique financial goals and are there to help when they need it. Tracking #1-714155...
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Data Gathering — Our primary objective is to be a Fiduciary, placing your interests first. Thus, before any recommendations are offered we create and review a collective picture of where you stand financially. Knowing where you stand financial is an integral first step. Click here to open our editable Financial...
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Here’s what you can expect from Freedman Financial: Net Worth & Cash Flow Planning • Risk Management Planning • Investment Planning • Retirement Planning • Tax Planning • Estate Planning • Generational Care and more. Click on the image for an expanded view, or click here for a downloadable version....
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Hiring a financial planner is an important decision in your life and must be built on a foundation of trust. We seek solely to build life-long relationships with our clients and the enclosed “Core Values and Beliefs” sheet embodies our commitment to you. Generally, an initial consultation lasts sixty to...
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Since its inception in 1958, AARP has grown and changed dramatically in response to societal changes, while remaining true to its founding principles: To promote independence, dignity and purpose for older persons To enhance the quality of life for older persons To encourage older people “To serve, not to be...
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Social Security has provided financial protection for our nation’s people for over 80 years. Chances are, you either receive Social Security benefits or know someone who does. With retirement, disability, and survivors benefits, Social Security is one of the most successful anti-poverty programs in our nation’s history. Learn more here....
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Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today....
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As those who have joined the ultra-desirable millionaire club can undoubtedly attest to, earning and saving that much money takes time, commitment, discipline, and a careful focus on dollars and cents. But what many individuals who aim to be millionaires—and even many current millionaires—don’t know is that there are a...
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Eddie and Colleen’s busy lifestyle leaves them unable to monitor key aspects of their financial future. Relationships with financial professionals leaves them disappointed. Seems that they are only interested in offering Eddie and Colleen investment ideas, and not addressing the couples bigger picture issues like retirement, cash allocation, Insurance, etc....
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We often hear the phrase – “I was taught the importance of saving money – but no one ever taught me how to spend it.” Watch our video – Spend Money in Retirement If you’re approaching or living in retirement it can be scary, intimidating and overwhelming. That’s why we...
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Have your financial plans kept up? Any couple has a constitutional right to be married in any state and to receive all benefits of marriage in that state, the United States Supreme Court has held in a series of decisions. These decisions — primarily United States vs. Windsor and Obergefell vs....
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Rainy Day Fund aka Emergency Savings Did you know that most financial experts recommend setting aside enough money to cover three to six months’ worth of expenses in the event of a major financial surprise? That’s because a well-funded emergency account has the potential to get you through tough times...
View More FOR IMMEDIATE RELEASE Peabody, Mass. — Marc Freedman, CFP®, president of Freedman Financial, recently attended LPL Financial’s Focus 2017, one of the financial industry’s premier events and the largest annual conference hosted by LPL, a leading retail investment advisory firm and the nation’s largest independent broker-dealer*. Freedman joined a select...
View More FOR IMMEDIATE RELEASE New York/Boston — July 10, 2017 — Marc Freedman, President and CEO of Freedman Financial was named on the INVESTOPEDIA 100 list of influential financial advisors. Investopedia, the premier online source of trusted financial information and services, announced the inaugural INVESTOPEDIA 100, a ranking of influential financial advisors based on social, digital...
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How Retirees Make Smart Financial Decisions | Freedman Financial, Peabody MA, shares how they help retirees make smart financial decisions during their pre and post retirement years. Ed and Nancy have a problem. Ed’s been offered an early retirement package from his employer. But the details are complicated and confusing....
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Financial Obligations to Kids and Parents? Welcome to the Sandwich Generation. As a consequence of an aging population, more working Americans are finding themselves faced with a new challenge — trying to save for retirement while sandwiched between financial obligations to children and to elderly parents. With two children in...
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What Does Financial Responsibility Mean to You? The meaning of financial responsibility has changed dramatically from my days of babysitting the kids in the neighborhood for a few bucks to working two jobs the majority of the year. In the beginning, I would just work for extra money that I could...
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Research shows that individuals over age 65 are carrying more debt today than they did a decade ago. How might this reality play out as these older Americans enter retirement? The number of Americans in or nearing retirement who are still holding significant mortgage, auto, even student loan debt has...
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Not long after Angie and Spencer celebrated their 50th wedding anniversary, Spencer passed away. Angie needed some professional assistance to better understand how to handle her late husband’s IRA, Pension and Social Security. She needed to find someone that would help her get her financial house in order. She needed...
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Did you know that the age at which many workers will qualify for full Social Security benefits has risen to 67 from 65? If that’s news to you, you’re not alone: The majority of workers are still in the dark about Social Security eligibility requirements and many expect to qualify...
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Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it’s important to anticipate financial obligations to family members while you’re still of sound mind. A charitable lead trust (CLT) may be the ideal tool...
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Learn to Avoid the Credit Card Crunch or Dangerous Pitfall of Borrowing… Here’s how to establish a holiday wish list and spending budget: Start by determining the total amount of money that you want to budget for gifts. Carefully evaluate how much money your budget will allow for holiday spending. Be...
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There are 10 principles for establishing and maintaining an optimal asset allocation. With them, you can build an appropriate portfolio for your situation. Principles can be described as the beginning, the foundation, the source, or the essence upon which things build and expand. They are important in investing because they...
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What does financial responsibility mean to you? From a young age, kids are taught many values that will help them throughout their life, most of which are embodied by the universal principle of responsibility, under which falls the important element, financial responsibility. As I’ve gotten older, financial responsibility has become...
View More What Does Financial Responsibility Mean to You? Financial responsibility has many aspects to me. I used to think that I was financially responsible if I did not lose the dollar given to me by my parents to purchase a candy bar. However, the older I get, the more complex the...
View More What Does Financial Responsibility Mean to You? Financial responsibility is all about recognizing limits and knowing how to avoid passing them. It means never buying anything you can’t afford. This may sound simple but in America’s credit driven economy, it is easy to get buried in debt. Keeping an accurate...
View More What does financial responsibility mean to you? The future is exciting; nonetheless, it can also be frightening to think about especially in terms of financial security. So many people today are saddled with debt due to high costs of living. Our nation is exceedingly expensive in this day and age. ...
View More What does financial responsibility mean to you? There comes a time in everyone’s life when we have to make the transition from being a child, dependent on our parents for our most basic needs, to independent young adults eager to enter the world filled with many different responsibilities. This transition...
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COVID-19 -> ALL Content, DOLLARS & SENSE Radio Show, Life Transition, Market Commentary, Personal Finance / October 31, 2021
Dollars & Sense, Marion Joins Marc
Marc is joined by Marion to discuss how no matter the crisis, we have successfully found our way to the other side. Decades of one crisis after another from the Dot Com bust, to 911, the Financial Crisis, and COVID-19… the financial markets rebound on the other side. DISCLOSURES: During...
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