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Thursday, April 18, 2024

Tax season has finally wrapped up. Our team received a lot of calls with a similar tax question this year… *drum roll*…. “Why did I owe so much?!”

Wednesday, April 17, 2024

Both Payable on Death (POD) and Transfer on Death (TOD) are designation instructions that you add to registrations on financial accounts or property records to help avoid probate. These designations are merely a set of directions to...

Sunday, April 14, 2024

Each time you start a new job, your employer will give you a Form W-4 to complete that determines the amount of Federal income tax that is withheld from each paycheck. While many people prefer to have too much tax taken out so they can...

Friday, April 12, 2024

We're halfway through Financial Literacy Month and ready to provide you with some more Dollars & Sense. This week we want to bring you into the reality check of the rationale of why we often times say, "it depends" when you ask us a...

Thursday, April 4, 2024

Join us for this week’s Dollars & Sense video podcast as our Director of Financial Planning, Christian Karcher, joins Executive Vice President and Partner, Marion Gilman, to kick off Financial Literacy Month! In this episode, we'll...

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Thursday, March 28, 2024

It’s no secret that retirement and expectations surrounding it have changed a lot over the years. Marion’s grandfather was one of the first to pay into social security when it came about during his working years. At the time, you could...

Thursday, March 28, 2024

When it comes to personal finances, one way to increase your savings in the long run is to spend less than you earn, or if that is too difficult, increase your income to exceed your expenses—easier said than done. In fact, it may seem...

Thursday, March 21, 2024

If you’re looking for financial advice in a language you can understand, then Dollars & Sense is the perfect podcast for you. It’s always interesting to us how many folks think that a financial advisor primarily talks about how best to...

Wednesday, March 20, 2024

A Medicare Advantage Plan, also known as “MA Plan” or “Part C,” is an approved Medicare plan that private companies offer. Unlike Original Medicare, where the government pays for Medicare benefits when you receive them, the government...

Thursday, March 14, 2024

Konnichiwa and welcome to a brand-new episode of Dollars & Sense with your hosts Marc Freedman and Marion Gilman. Marion and her family just returned from Japan where she immersed herself in their culture, architecture, art, cuisine,...

Wednesday, March 13, 2024

Regardless of the stage of life, your credit score is an essential component of your financial health when you're in retirement. A consistently strong credit score can pave the way for greater confidence, easy loan access, and lower...

Thursday, March 7, 2024

You’re in for a special treat this week as Christian Karcher joins our host Marc Freedman on our latest edition of Dollars & Sense.   We all know tax season is quickly approaching, but do you know what else April is known...

Thursday, March 7, 2024

As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be...

Friday, March 1, 2024

We’re back for another exciting edition of Dollars & Sense. When we hear about real life stories in the office, newspaper, or on television, we try to make sense of those stories and headlines by providing financial advice in a...

Thursday, February 29, 2024

Approximately 60 million workers contribute to a 401(k)-retirement plan. A 401(k) is a tax-advantaged retirement savings plan companies offer employees and is funded through elective salary deferrals. There are several benefits to...

Thursday, February 22, 2024

Everyone wants to know where their 1099R form is. But not everyone will get one; like those who did not take any money out of their IRA. But wait, there’s more… if you have a personal account, an individual account, a joint account, a...

Wednesday, February 21, 2024

Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a...

Thursday, February 15, 2024

Welcome back to a special edition of Dollars & Sense with your hosts Marc and Marion. We’re excited to launch our first video podcast just for you! We’ve spent some dollars to hopefully make some sense out of this podcast...

Thursday, February 15, 2024

A good financial professional is necessary when it comes time to manage your portfolio and work toward your financial goals. Financial professionals may differ in their approach to certain financial products and goals. However, it is...

Friday, February 9, 2024

As our clients face retirement, they often think about how they’re going to spend their money, how they can provide support for their children, and what they can do to truly enjoy their golden years. Pay close attention, we’re about to...

Thursday, February 8, 2024

The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement. There are plenty of...

Wednesday, January 31, 2024

Welcome back to another episode of Dollars & Sense with your hosts Marc and Marion.   There’s been a lot of speculation surrounding the 2 pm Fed Meeting today (1/31/24) and whether they’re going to lower interest...

Wednesday, January 31, 2024

Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here's a look at some of the costs that will apply in 2024. Medicare Part A (Hospital Insurance) costs for 2024 Premium for those who...

Thursday, January 25, 2024

For decades, we’ve been conditioned into thinking that you need to attend college and obtain a degree after high school. Now, with the rising cost of college, people are questing whether it’s worth sending their children to a secondary...

Wednesday, January 24, 2024

Retirement planning may not be your idea of an exciting date night. However, retirement strategies and goals are so varied that couples in committed relationships need to set aside time to discuss plans for when they leave the...

Tuesday, January 23, 2024

LPL Financial Tax Form Mailing/Electronic Availability Dates If you opted for paperless tax forms, you will receive an EMAIL ONLY to let you know the documents are available in Account View. NO TAX FORMS will be mailed to you....

Thursday, January 18, 2024

In this week’s episode of Dollars & Sense, Marc and Marion raise the question as to why the younger generations are having more difficulty living within their means. Has the gradual shift from cash to debit/credit cards played a part in...

Wednesday, January 17, 2024

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to...

Thursday, January 11, 2024

Marion and Christian are together again to host this week’s episode of Dollars & Sense. Everyone’s getting settled into the new year and is excited for new beginnings, a “fresh start”, healthier eating, and...

Thursday, January 11, 2024

You are finally retired after a lifetime of hard work, juggling responsibilities, and managing stress. During the pre-retirement phase, you did some planning, excited with the prospect of checking off that long list of all the things...

Thursday, January 4, 2024

Happy New Year and thanks for tuning into our first episode of Dollars & Sense in 2024! At Freedman Financial, our goal has always been to provide financial advice in a language you can understand. We’re starting off the year by...

Wednesday, January 3, 2024

An executor of an estate or trust plays a pivotal role in the legal system, especially when dealing with the responsibilities and tasks related to a deceased person's property and financial matters. The executor acts as the manager and...

Wednesday, December 27, 2023

Tune in to this week’s episode of Dollars & Sense as Marc and Marion answer the three questions posed in the recent Morningstar piece about how they help clients as they near retirement in a language you can understand.

Wednesday, December 27, 2023

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores...

Thursday, December 21, 2023

With 2023 coming to an end, we’re ending on a very positive note. The last 7 or so weeks we’ve seen positive performance. Who would have thought that the NASDAQ would end up almost 40% at this point. Since the end of October, the S&P 500 is

Thursday, December 21, 2023

Three science-backed avenues to retirement enrichment and fulfillment Retirement is often idealized as a serene period of well-deserved rest and leisure. Yet, while the respite from a career's demands is welcome, retirees soon find...

Monday, December 18, 2023

As 2023 comes to a close, our team would like to present you with one final gift of the year. 2023 Year-End Letter

Thursday, December 14, 2023

Marc and Marion are together again for this week’s episode of Dollars & Sense and to wrap up the last few weeks of 2023. Kind of crazy, isn’t it? Every year in December we find ourselves saying the same thing, “the...

Thursday, December 14, 2023

Present economic conditions are ripe with opportunities to enhance income Retirement is a time to enjoy the fruits of many years of labor; a season to reap the benefits of smart saving and investing. However, with the changing tides of...

Tuesday, December 12, 2023

In 2024, LPL Research believes markets will make a definitive turn to a more recognizable place. En route, the transition will be marked by meaningful shifts in a few key areas. Inflation is going down. The risk of a recession is...

Thursday, December 7, 2023

You’re in for a treat as Marion and Christian are hosting this week’s episode of Dollars & Sense. As our loyal listeners know, Christian is our Director of Financial Planning so we want to take full advantage of having him...

Thursday, December 7, 2023

In the realm of investment moguls, few names reverberate as loudly as Warren Buffett's. Yet, often overshadowed in the limelight was his esteemed partner and the lesser-known genius, Charlie Munger. Munger – whose passing on...

Thursday, November 30, 2023

Welcome back to another episode of Dollars & Sense with your hosts Marc and Christan. We’re heading into the first week of December with Christmas, Hanukkah, and all festive holidays upon us this month. With holiday shopping mode...

Thursday, November 30, 2023

Here are some things to consider as you weigh potential tax moves between now and the end of the year. 1. Defer income to next year Consider opportunities to defer income to 2024, particularly if you think you may be in a lower tax...

Tuesday, November 21, 2023

Thanks for tuning it to our special Thanksgiving episode of Dollars & Sense with Marc and Marion. Every week we have a great time hosting the show to provide our listeners with financial advice in a language you can understand....

Monday, November 20, 2023

Philanthropy today is different than it was in the past. It was once common for donors to distribute their wealth through smaller grants to numerous organizations. Over time, best practices for charitable giving have evolved, and...

Thursday, November 16, 2023

Welcome back to this week’s episode of Dollars & Sense. If you’ve been following what’s been going on in the world, and certainly from an economic standpoint, you may be excited over what the markets done over the...

Thursday, November 16, 2023

When it comes to your estate plan, you don’t just have it drafted and put away until it is time for your loved ones to manage your lifetime of affairs. As your world changes year by year, it is critical that you review your...

Thursday, November 9, 2023

Marion and Marc are together again to host this week’s episode of Dollars & Sense. It’s the same old song and dance when it comes to market volatility. We find it interesting that the word volatile refers to the markets...

Thursday, November 9, 2023

The holiday season is a time of generosity, kindness, good cheer, presents, food, family, and fun. In Dr. Seuss’s classic story, How the Grinch Stole Christmas, The Grinch was intent on ruining, well, all of it. He would...

Thursday, November 2, 2023

Marc is on a much-deserved vacation this week, so Marion and Christian have stepped in to host! This week, they are delving into life insurance. Life insurance can be an important part of your financial plan for both you and your...

Thursday, November 2, 2023

In the realm of estate planning, the ripple effects of our oversights often linger long after we're gone, impacting the lives of those we leave behind. It’s the uniqueness of this area of planning that makes it paramount to get...

Thursday, October 26, 2023

If you’re part of the younger generation, you may have heard about girl math online. It’s a series of rules that people have developed to justify some money spending and decisions. Do you buy coffee out a lot? If you do, here’s an...

Thursday, October 26, 2023

If you want to permanently preserve a loved one’s legacy, there’s nothing like documenting their very words. Here’s how to go about it. I used to love listening to my dad tell stories of the past. The experiences and...

Thursday, October 19, 2023

A great orator has a way of getting in front of a crowd and influencing people to make a decision despite the fact that it makes no sense whatsoever, but because they’re so compelling in the way they present it, they easily build a large...

Thursday, October 19, 2023

Anyone can be a victim of homeowner identity fraud, including wire, mortgage, and title insurance fraud. The financial implications can be damaging and long-lasting. Use these tips to protect yourself from being scammed and defrauded....

Thursday, October 12, 2023

One of the questions people continue to ask us about with the war in Israel and Gaza, the challenges with the economy, and what’s going on with Ukraine, is how does that impact the state of the economy? One of the things we review...

Thursday, October 12, 2023

The odds of winning the lottery are astronomically long. Yet, the allure of pocketing hundreds of millions of dollars can tempt even the staunchest penny pincher. While there's no harm in playing your lucky numbers every now and again...

Thursday, October 5, 2023

The Topsfield Fair is in full swing and all of us at the Bnai Brith Booth hosted the 5th Annual Hot Dog Eating Contest! Contestants had 7 minutes to consume ¼ lb. Hebrew National All-Beef Hot Dogs (including the bun). The winner...

Thursday, October 5, 2023

The vast majority of Americans need long-term care. According to the U.S. Department of Health and Human Services, 70% of people over age 65 may need some long-term care during their lives.1 Unfortunately, planning for long-term care...

Thursday, September 28, 2023

Here we go again. Perhaps one of the reasons the market is acting so unfavorably over the past week or two is because the government has the potential to shut down on October 1st. Déjà Vu all over again. As a matter of fact, ...

Thursday, September 28, 2023

Managing money may seem stressful at times. Unexpected expenses, changes in employment, and changes in family or lifestyle may all lead to money issues. Making sure you have money saved up for the unexpected is crucial. Here are some...

Thursday, September 21, 2023

A recent eye-opening report in the Wall Street Journal talked about how ill-prepared people are for retirement. The results tell a story of how under-aware we are of life in America and that we see our world within the sphere in which...

Thursday, September 21, 2023

Keep connected, develop good sleep hygiene and get in fiscal shape Aging is a natural process that everyone goes through, but how we age can be significantly influenced by our daily habits. Staying fit and healthy as we grow older is...

Thursday, September 14, 2023

Tune in to this week’s episode of Dollars & Sense as Marc and Marion reflect on market downturns and why time in the market is better than timing the market.

Thursday, September 14, 2023

Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood. While you may have been diligent in securing your life...

Thursday, September 7, 2023

There comes a point in time when you have to understand whether you’re making a rational decision or a reasonable decision. We think you also need to recognize when you’re making a ridiculous decision. We don’t think...

Thursday, September 7, 2023

Booker T. Washington once said, "Those who are happiest are those who do the most for others." In 2022, Americans gave $499.33 billion to charitable organizations, making America one of the most generous nations in the world. The...

Thursday, August 31, 2023

At Freedman Financial, the very last action item on your financial plan is to review your plan on an annual basis. Why is this important? During this comprehensive process we try to emphasize that it is an ongoing process and not a...

Thursday, August 31, 2023

A 5-step plan to liberate yourself from burdensome credit card debt For the first time ever, the United States has witnessed a concerning milestone in its financial landscape: our total credit card debt crossed the monumental threshold...

Thursday, August 31, 2023

As more and more consumers search for financial information on the Internet, they may inadvertently leave themselves open to being “tracked” by certain companies and individuals. Visitors to financial websites have created...

Thursday, August 24, 2023

This week we’re addressing your questions and giving you advice in a language you can understand. These questions are from viewers just like you who have questions surrounding money market funds, risk, and even scams. If you...

Thursday, August 24, 2023

Are you a football fan? If so, you understand the significance of an audible call at the line of scrimmage and how sometimes you are also forced to call an audible in life. Modern football has evolved since the late 19th century when...

Thursday, August 17, 2023

We pride ourselves on not only paying attention to the financial aspect of your life but to look at your life holistically. Marion recently heard the saying “live by design, not by default.” Isn’t that the ultimate goal...

Thursday, August 17, 2023

From unemployment to a sudden health crisis to a crippling accident, being financially prepared for life's many challenges may smooth the road ahead. Whether you are just starting out or have been working toward financial health for...

Thursday, August 10, 2023

A lot of clients come to our office with all of these ideas that they want to do. Decades pass by and they forget about fulfilling these ideas, dreams, and goals that they had – simply because they didn’t know how to execute.

Thursday, August 10, 2023

With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education Savings Accounts (ESAs) offer tax-advantaged withdrawals when used for...

Thursday, August 3, 2023

People would love to have a guaranteed income stream in retirement. Now don’t get us wrong, we think having a guaranteed income stream is a wonderful thing to have as part of your overall income strategy, but you need to have other...

Thursday, August 3, 2023

During turbulent financial times, having a financial emergency plan might provide you with a proverbial life preserver. Whether it is an emergency fund to help you tackle an unplanned expense, insurance to cover an unexpected accident...

Thursday, July 27, 2023

You always hope your message reaches the people who get the most value out of it. Our day was made yesterday when Marc met with a client who shared he spends a lot of time listening to this podcast. He said what he’s grown to really like...

Thursday, July 27, 2023

As we’ve passed the midpoint of the year, now is the perfect time to assess your financial well-being by conducting a review. Just like a routine health checkup can ensure your physical health, a financial checkup can help you...

Thursday, July 20, 2023

In recent years, the burden of student loan debt has become an increasingly prevalent issue, significantly impacting individuals and the broader economy. In fact, it might surprise you to learn that...

Thursday, July 20, 2023

It’s the middle of summer and we are feeling that heat and humidity! Here’s hoping the last half of summer is drier and more enjoyable. Even though we saw a lot of turbulence last year, 2023 is turning out to be a pretty...

Thursday, July 13, 2023

One of the things that everyone likes to do, especially those who are approaching or in retirement, is to travel. The joy of having more flexibility, freedom, and the opportunity to embark on longer journeys is what retirees eagerly...

Thursday, July 13, 2023

Those who receive an inheritance with the passing of a loved one are potentially given the gift of financial freedom if they choose to manage the wealth carefully. Did you know that only about one-third of adults have a prepared will...

Tuesday, July 11, 2023

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...

Thursday, July 6, 2023

We hope everyone had an enjoyable 4th of July... minus all the rain.On a brighter note (pun intended) we finished the first half of 2023 with the markets performing relatively well!But as we all know, anyone who invests needs to...

Thursday, July 6, 2023

Retirees often have the time, freedom, and desire to explore new destinations and make the most of their golden years. With careful planning and attention to detail, senior travelers can work towards preparing trips that are safe...

Thursday, June 29, 2023

More and more people are ready to begin financial planning and have reached out to our team to see if we’re the right fit. We always enjoy a good interview session and thought it would be fun to share with you some of the...

Thursday, June 29, 2023

Your finances are probably one of the last places you want to experience fireworks—unless they are celebratory. With new year's resolutions firmly in the rearview mirror, the summer months allow you to revisit your financial...

Friday, June 23, 2023

Getting ready to apply for college is an exciting and anxious time for high school students and their parents. The competition to get into college is stiff, and with the rising cost of education, getting enough aid is critical for many...

Thursday, June 22, 2023

Many of our listeners struggle with what they should do if something happens to them, their spouse, or their children. Death is inevitable yet it seems a lot of people are caught off-guard when asked to step in when somebody dies. Tune...

Friday, June 16, 2023

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've...

Thursday, June 15, 2023

The latest headlines are prompting our clients to talk to us about the status of our economy, the probability of a recession, whether or not they should invest in the stock market, and if it’s a good time to buy gold.  Why is there a...

Monday, June 12, 2023

Vowing to eat better or exercise more in the months ahead is a popular New Year’s resolution. But did you know that taking steps to improve your health can also save you money this year and long into the future? To benefit both...

Monday, June 12, 2023

In the U.S., men are investing and accumulating wealth at a greater pace than women, fueling the gender investing gap. Closing the investing gap is essential so that women accumulate enough retirement assets for their entire lives. On...

Thursday, June 8, 2023

We noticed a lot of our own clients don’t even realize how much money they unnecessarily spend on assorted fees. We get it, it’s a challenge to look at every statement and look at where your money is going – but it pays to do it. Fees...

Monday, June 5, 2023

June is National Homeownership Month, which seems particularly apt this year. With home prices rising to unprecedented levels and multiple offers becoming commonplace in residential transactions, it seems that everyone is...

Thursday, June 1, 2023

More and more people are saving up cash in the bank – why is that? Are they scared to invest? Christian feels it happens at a few points in people’s lives, such as getting a big promotion or when your kids leave the house and are...

Friday, May 26, 2023

Retirement is not what you retire from, but what you retire to When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality.Baby boomers, currently in their 50s and 60s,...

Thursday, May 25, 2023

Tick tock...the debt ceiling deadline (June 1st) is right around the corner. They like to keep us on pins and needles until the very last minute but analysts and those in the know feel they will resolve it. After all, Joe Biden and...

Friday, May 19, 2023

Individuals who exercise regularly and focus on better health, developing their bodies, stamina, and mental clarity understand what it encompasses. There are steps that people take when they engage in physical fitness and work toward...

Thursday, May 18, 2023

The debt ceiling conversation has been hot and heavy this week. The only thing different this time around is how close will we get to midnight the night of the deadline before they strike a deal. There's been an intensified use of...

Thursday, May 11, 2023

People have been asking us lately what our outlook is on the future, what we think about the government, and a crowd favorite, inflation. It’s amazing how strong individual opinions are on these topics and how it influences their...

Friday, May 5, 2023

Artificial intelligence and machine learning bring investors additional tools   Investing can be a tricky business, even for seasoned professionals. With a plethora of investment options available and constantly changing market...

Thursday, May 4, 2023

The weather isn’t the only thing heating up. One of the hot topics this week is the way our government has been spending money. The U.S. could reach its debt ceiling by June 1st. The term “debt ceiling” is thrown around quite a bit, but...

Thursday, April 27, 2023

One of the big questions that we keep getting asked all the time is when is the right time to invest? Is this the right time, was it last year, is 2026 the right time, did we miss the right time? One of the most interesting things is...

Friday, April 21, 2023

Today's kids have more information at their fingertips than past generations could ever have dreamed—but not all this information is always accurate. And when it comes to financial literacy, the ability to weed out misinformation...

Thursday, April 20, 2023

With tax season officially over (phew!), we wanted to shed some light on last minute tax questions that came into our office. Some of the most commonly asked questions were whether people need to make a ROTH or IRA contribution...

Monday, April 17, 2023

When helping people get ready for retirement, financial professionals find the same issues come up over and over. Thinking ahead can spell the difference between a retirement with enough money and a stressful one with difficult...

Thursday, April 13, 2023

This week we chat about the announcement on inflation. We’re seeing much better numbers coming in now. We’ve all seen inflation declining a little bit and we’ve also seen a lot of prices stabilize. Yes, a lot of the...

Tuesday, April 11, 2023

If you're paying attention to the news, you've probably come across story after story on the health of Social Security. And depending on the actuarial assumptions used and the political slant, Social Security has been described as...

Thursday, April 6, 2023

Marc Freedman, CFP® named #36 Advisor in Massachusetts in Forbes’ 2023 Best-In-State Wealth Advisors.

Thursday, April 6, 2023

All the activity around the bank crisis has very much calmed down. The Treasury stepped in pretty quickly to help the banks that were failing and it seems as if people aren’t as worried today. If you think back and ask how come...

Monday, April 3, 2023

If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be...

Thursday, March 30, 2023

Today we’re going to talk about something that may be the most deceiving perspective that anyone could offer to you right now, especially when it relates to market performance. If you ask someone walking on the street these days...

Thursday, March 23, 2023

It’s no surprise that the media had played a part in the mass hysteria surrounding banks “supposedly failing” over the past few weeks. After the initial shock wore off, we began to see this was far more of a media...

Wednesday, March 22, 2023

Baseball and financial management can have more in common than meets the eye. Below, we discuss four key lessons that investors—and everyone else—can learn from America's favorite pastime.

Thursday, March 16, 2023

Very rarely we get to say we have an exciting time in the world of finance, but last week we saw the failure of a bank… Silicon Valley Bank to be exact. Bank failures can feel scary to say the least, however, it is important to...

Wednesday, March 15, 2023

Planning financially for retirement can help you age with confidence.

Monday, March 13, 2023

It will take some time, but the FDIC was designed for moments like this! The FDIC-seizure of Silicon Valley Bank is the second-largest US bank failure in history as it held $209 billion in assets at the time of its collapse. Even after...

Thursday, March 9, 2023

Ah budgeting… the financial equivalent of dieting. It is not a fun word, but it is necessary. Knowing how much you spend is such an important factor in any sound financial plan.

Wednesday, March 8, 2023

Everyone needs to clean-up their financial clutter at least once a year...Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into...

Friday, March 3, 2023

Individual investors are now faced with growing concerns about keeping their financial matters private. Here are several ideas to help you maintain confidentiality and keep your private matters truly private.

Thursday, March 2, 2023

The Markets seem to be as unpredictable as the weather lately. That is why having a well-diversified portfolio that align with your long term goals is so important! Of course you should have some money in the bank for expenses that pop...

Thursday, February 23, 2023

The Market is still trying to figure out how to catch its footing right now. Returns on portfolios in 2021 were enormous… but in 2022 you lost it all and then some. But it is important to note that the U.S. is set for recovery.

Thursday, February 23, 2023

While retirement is a time to enjoy the things you have worked hard for in life, the next chapter may leave some a little anxious. Retirement doesn't mean you have to retire from the excitement in life. In fact, it is the perfect time...

Thursday, February 16, 2023

Tax season is in full swing! During this week’s episode of Dollars & Sense, Marc and Marion discuss why you should hold off on making an appointment with your tax professional until March, when you should file your taxes with a...

Thursday, February 16, 2023

Each year, Presidents' Day is celebrated on the third Monday in February, paying tribute to George Washington, Abraham Lincoln, and the other U.S. presidents who helped create this country and allowed it to thrive.But while the...

Tuesday, February 14, 2023

As far back as I can remember, Marion and I have been fortunate to have clients that we love to serve. Knowing that you trust us with your most intimate conversations about money is both humbling and gratifying. 

Friday, February 10, 2023

The Super Bowl is more than just a game. It's an American holiday. As you prepare for this fun day, you may also want to think about how to create "big wins'' in your investment strategy. Get ready for Super Bowl Sunday by checking out...

Thursday, February 9, 2023

We are approaching Super Bowl Sunday this weekend! The Patriots may not be playing in the big game, but a former Patriots' player made big news this weekend. You guessed it – the one and only Tom Brady.

Friday, February 3, 2023

Three simple gifts for reducing the fights about money in your marriageValentine’s Day is of course an extremely popular day for marriage proposals. Regardless of which side of the engagement you’re on – or when your...

Thursday, February 2, 2023

For those of you who may not know, we have to do a certain amount of continuing education each year to maintain our professional financial designations. This week, Marion attended a continuing education course on retirement planning-...

Thursday, January 26, 2023

There are lots of lessons to be learned from 2022. During this week’s episode of Dollars & Sense, Marc and Marion talk about the importance of having a financial plan.

Friday, January 20, 2023

It's nice to own stocks, bonds, and other investments. Nice, that is, until it's time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how are...

Thursday, January 19, 2023

This week on Dollars & Sense, Marc and Marion discuss hints of market improvement as well as everything you need to know about Required Minimum Distributions.

Friday, January 13, 2023

When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money...

Thursday, January 12, 2023

When we think about the last year, we tend to think about the markets being down, political unrest, and soaring inflation and interest rates. Those worrisome factors left many wondering: Should I be concerned about my future?Am I still...

Friday, January 6, 2023

Do you find yourself making resolutions, and then a month in, you already slipped up? New Year’s resolutions seem all well and good when making them, but it’s another thing to actually stick to them throughout the year....

Thursday, January 5, 2023

The start of a new year means lots of analysts, strategists, and economists have shared their predictions for the markets for 2023… and they are all different.There is only one thing that is certain, and that is you cannot...

Tuesday, January 3, 2023

If you’re like me, you will be thankful to make it through another holiday season, with at least most of your sanity left. For me, the holiday season started well before Thanksgiving and doesn’t really end until about the 5th of January.

Friday, December 30, 2022

It is hard to believe, but we have reached our final podcast of 2022! We had high hopes for this year, and don't get us wrong, there were definitely some wonderful moments! However, the Stock Market hit an all-time high on January 4th.

Thursday, December 22, 2022

We are approaching the end of what many would see as a "cruddy year" for the markets. But we have some good news — consumer confidence is at the highest it has been all year!

Friday, December 16, 2022

Preparing your home for a winter storm can be a hassle, especially when done last minute, so make sure to plan ahead and take these necessary precautions this winter season.Double check for suppliesYou may think you have shovels,...

Wednesday, December 14, 2022

It's the holiday season - and so refreshing to see more and more people doing their shopping in person and virtual holiday events becoming a thing of the past! During this episode of Dollars & Sense, Marc and Marion discuss inflation,...

Friday, December 9, 2022

The charitable deduction is a dollar-for-dollar reduction in taxable income that lowers what someone owes the Internal Revenue Service. Only donations to tax-exempt charities count. This giving incentive is available only for the 10% of...

Thursday, December 8, 2022

We are in the thick of the Holiday season. Now is a great time to give back to charities that are meaningful to you. It is important to make sure you are donating from the heart, not just for tax purposes. There is no monetary donation...

Saturday, December 3, 2022

As inflation soars, you can now save a lot more for your retirement. On October 21st, the Internal Revenue Service (IRS) announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from...

Thursday, December 1, 2022

Many people are looking forward to saying goodbye to 2022 due to the state of the markets. But it is important to not let the markets get you down - take some time to reflect on all the good that has happened over the year!

Monday, November 28, 2022

As an investor, you may be impacted by capital gains if you sell your investment – whether at a gain or loss. Understanding capital gains may help with your overall investment strategy and the potential to preserve your wealth....

Friday, November 25, 2022

November brings us Thanksgiving – a day for simply giving thanks. The 11th month also brings us Black Friday and Cyber Monday – two days encouraging us to shop.And since 2012, the Tuesday after Thanksgiving also offers us...

Friday, November 18, 2022

Are you a spender, a saver, or somewhere in between? Do you view your money with an "easy come, easy go" attitude or focus on saving all you can, "making hay while the sun shines"? Your overall financial philosophy doesn't just affect...

Thursday, November 17, 2022

It is important to remember market downturns typically correlate with uncertainty in the world, and we are STILL living in uncertain times. During this week’s episode of Dollars & Sense, Marc and Christian shine some light...

Friday, November 11, 2022

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.That's where financial planning...

Thursday, November 10, 2022

During this week's episode of Dollars & Sense, Marc and Marion discuss the Baron Conference and some of the highlights from the event, including a surprise question and answer from the one and only Elon Musk! We also touch on how...

Friday, November 4, 2022

Marc and Marion are currently at the Baron Conference. We cannot wait to share what they have to say and tell you all about the fabulous entertainment when we return.This week on Dollars & Sense, we discuss why now is a good time to...

Friday, November 4, 2022

It’s nearly that time of year again: turning the clocks back an hour and experiencing less sunlight. While it seems like there’s nothing you can do about this natural, yearly occurrence, you can! Don’t let the darker...

Friday, October 28, 2022

For some, it’s easy to put personal finances on the back burner during the last few months of the year. However, before the year comes to an end, it’s essential to review your finances. By doing so now, you can make the...

Thursday, October 27, 2022

This week, we discuss important year-end tax planning tips, changes to retirement contributions for 2023, charitable giving facts, and how we're managing investment portfolios as we head towards the end of the calendar year.

Thursday, October 20, 2022

This year has been tough for the markets to say the least. In fact, this has been the toughest year for the bond market in particular in the last 40 years! This is largely in part due to the FED raising interest rates.

Thursday, October 20, 2022

With the spooky season already approaching, you may wonder if there is anything that can be done to enter 2023 as financially secure as possible. This is a great time of year to look back —and forward — to set goals...

Monday, October 17, 2022

Your retirement is the reward after years of hard work and saving. You might dream of traveling, want to invest in a vacation home, or want to take up a new hobby. For an enjoyable retirement, saving is critical.

Thursday, October 13, 2022

Let's face it, the pullback in the stock market has been a bit unnerving. Yes. We're fielding calls, but most folks are simply looking for a rational perspective during these challenging economic times.

Tuesday, October 4, 2022

Tips to avoid one of the biggest retirement worries that all of us will face Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear of running out of money. In fact, one...

Wednesday, September 14, 2022

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge....

Friday, September 9, 2022

Nine of every 10 U.S. families with children have at least one working parent.1 Though working parents make up one of the largest demographic groups in the country, they face many challenges—from the cost of childcare to...

Tuesday, September 6, 2022

Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like everyone you’re hoping that your holdings will increase in value).

Wednesday, August 31, 2022

Have you ever made a purchase that has thrown your monthly budget off-kilter? Or maybe you’ve put financial restrictions on yourself that push you away from spending on things that bring you joy.

Tuesday, August 30, 2022

School is back in session. For some, it’s a welcome respite from a busy summer schedule and for others, it’s the start of carpooling, sports schedules, and erratic dinner plans.

Monday, August 22, 2022

Sending a child to college for the first time can be a stressful transition for any parent. Even though your child is legally an adult (or almost an adult) by the time they head out on their own, a parent’s worries...

Monday, August 15, 2022

Saving money can be hard. It often feels like your paycheck goes into your bank account and a minute later it’s gone. Between bills and unexpected life moments, it always seems you’re left saying “I’m broke".

Monday, August 8, 2022

Building family traditions can be a great way to solidify the family bond. In fact, traditions and rituals often tell a story about your family—serving as real reminders of what helped shape your lives together.

Monday, August 1, 2022

Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time.

Monday, July 25, 2022

Don’t let your retirement dreams vanish before they get started. Follow these six tips to get your retirement on track while still prioritizing your family.

Monday, July 18, 2022

Though baseball and stock market investing may not seem to have much in common, there are a few key similarities—both are stats-driven and require focus, a relative lack of emotion, and a clear mind.

Friday, July 8, 2022

Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear-of-missing-out (FOMO) on some great investment opportunity. FOMO & investments don’t mix!

Wednesday, July 6, 2022

“Boom and bust” cycles may last anywhere from a few months to a few years or longer.

Wednesday, June 29, 2022

Marc is joined by his wife Laura to read our listener’s questions. The answers he offers might surprise you.

Tuesday, June 28, 2022

Self-sufficiency isn’t guaranteed, but every one of us has the opportunity to achieve it. Check out these four steps to help you work towards financial independence.

Sunday, June 19, 2022

Marc’s kids surprise him for Father’s Day by sharing the best and worst financial advice they have ever received from him.

Friday, June 17, 2022

A timeshare is usually too expensive, even if someone gives you one.Vacations during the summer months might have you thinking about timeshares for resorts in places like Florida or Mexico. They seem like a fun idea for a winter...

Monday, June 13, 2022

Moving Back in With Parents After Living IndependentlyIn recent years, many Baby Boomers have witnessed a growing trend: Their children are moving back home after graduating from college. In part, the return of the...

Sunday, June 12, 2022

Preparing for Your Financial FutureBROADCAST: Dollars & Sense, 06/12/2022Episode Summary: During this episode of Dollars & Sense, Marc discusses who the REAL culprits are to blame for this new economic paradigm shift in America. You...

Tuesday, June 7, 2022

Anyone who has had their basement flood can understand what a hassle it can be to resolve the issue. Whether it’s a completely flooded basement, or water seeping through your walls, fixing these problems is a time consuming and...

Wednesday, May 25, 2022

Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains...

Sunday, May 22, 2022

BROADCAST: Dollars & Sense, 05/22/2022Episode Summary: On this episode of Dollars & Sense, Marc Freedman, CFP® and Marion Gilman, CFP® continue the discussion on strategies for managing your investment portfolio in...

Friday, May 20, 2022

More often than not, retirees have retirement concerns that focus on their goals and whether or not they have the finances to work towards those goals. Since finances and other important matters tend to occupy the mind during...

Thursday, May 19, 2022

The more money that you can save when you are working, the easier it should be for you to retire and enjoy your golden years. Unfortunately, Social Security may no longer provide a sufficient income to live on during retirement.

Sunday, May 15, 2022

BROADCAST: Dollars & Sense, 05/15/2022Episode Summary: Marc Freedman, CFP® and Marion Gilman, CFP® discuss strategies for managing your investment portfolio in the midst of market turbulence, rising interest rates...

Tuesday, May 10, 2022

While retirement is a much-anticipated stage of life for many, it may also be a time of emotional upheaval. If you are hoping to join the leagues of retired Americans soon, you may be wondering what you may do to smooth the transition. 

Sunday, May 8, 2022

BROADCAST: Dollars & Sense, 05/08/2022Episode Summary: Marc is joined by his wife Laura for a special Mother’s Day broadcast. During this segment, Marc and Laura discuss the best piece of financial advice listeners have...

Sunday, May 1, 2022

BROADCAST: Dollars & Sense, 05/01/2022Episode Summary: Marc is live in studio this week and is joined by Christian Karcher, CFP®, Director of Financial Planning. During this show, they discuss the questions you should be asking to...

Sunday, April 24, 2022

Episode Summary: Marc is live in studio this week. APRIL is Financial Literacy month and dedicated the entire broadcast to the subject. Marc is joined by Christian Karcher, CFP®, Director of Financial Planning, and Marion...

Thursday, April 21, 2022

When was the last time you learned about anything financial?April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining healthy financial habits...

Thursday, April 21, 2022

MARC FREEDMAN RECOGNIZED IN FORBES AS A 2022 BEST-IN-STATE WEALTH ADVISOR— Named the No. 31 Advisor in Massachusetts —PEABODY, Massachusetts — April 20, 2022 – Marc Freedman of Freedman Financial was...

Sunday, April 10, 2022

Dollars & Sense, Tequila & TravelBROADCAST: Dollars & Sense, 04/10/22Episode Summary: Marc chats about his recent schooling in tequila and how some folks are surprised at their tax obligation… can you say… Capital...

Wednesday, April 6, 2022

BROADCAST: Dollars & Sense, 04/03/22Episode Summary: Marc is live in-studio and asks if you have a full picture of your financial situation… in its entirety? Without it, you don’t have a ‘financial plan’...

Wednesday, March 30, 2022

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 – Save vs. SpendIf you’re approaching or living in retirement it...

Sunday, March 6, 2022

Russia’s impact on the marketsBROADCAST: Dollars & Sense, 03/06/22Episode Summary: Marc is live in-studio and discusses February investment statements, the market impact caused by Geo Politics, welcomes Ryan Detrick...

Wednesday, February 23, 2022

I recently read Making Money*, a satirical fantasy book by Sir Terry Pratchett in where the main character, Moist Von Lipwig, becomes the caretaker for a dog who was bequeathed a 51% controlling interesting of the city’s...

Tuesday, February 22, 2022

Market Impact Likely to be ContainedOver the past couple weeks, we’ve fielded calls regarding thoughts on the Russia/Ukraine conflict. In short, we don’t believe that any type of ‘invasion’ will wreak long-term...

Sunday, February 20, 2022

BROADCAST: Dollars & Sense, 02/20/22EPISODE SUMMARY: Marc is live in-studio and discusses what to expect in the markets considering Russia’s military movement, and what it means to be a fiduciary.SEGMENT 1: (1:14)...

Sunday, February 13, 2022

Laura joins Marc just in time for Valentine’s DayBROADCAST: Dollars & Sense, 02/13/22Episode Summary: Marc is joined by his wife Laura for the annual ‘COUPLES & MONEY’ broadcast, just in time for...

Sunday, February 6, 2022

Celebrating 10 Years of Dollars & SenseDollars & Sense, 02/06/22Episode Summary: ‘Anniversary Show’ Celebrating 10 years of Dollars & Sense on the radio. ‘That was Then… This is Now’. Streamed live on...

Wednesday, January 26, 2022

In Our OpinionAs the famous philosopher (and baseball player) Yogi Berra once said, "It's tough to make predictions, especially about the future."Here's hoping that the start of the New Year has kicked off with a renewed outlook on...

Sunday, January 23, 2022

Safety Protocols on the High SeasRick Carlson of Cruise Planners joins Marc this week to discuss ‘Traveling in the world of Covid’. What you can expect and an insight into the extreme safety protocols aboard a cruise ship....

Sunday, January 16, 2022

Be rational during emotional timesThis week Marc asks that everyone ‘RELAX’. What goes up, must come down. So, relax when the markets drop. Remember that you’re investing for the long term. Here’s a key...

Thursday, January 13, 2022

Freedman Financial Now Accepting 2022 Scholarship SubmissionsIt’s Scholarship Time!The Freedman Financial Associates Inc. Scholarship was created to heighten the awareness of personal financial planning and fiscal responsibility...

Wednesday, January 5, 2022

Office Protocols UpdatedOfficial NotificationEffective January 5, 2022, the following updated protocols go into effect.We are pleased to report that all Freedman Financial employees are fully vaccinated and boosted against the COVID-19...

Sunday, December 19, 2021

Holding Ourselves AccountableThis week Christian Karcher, the Director of Financial Planning at Freedman Financial joins Marc to discuss the importance of us holding ourselves accountable for all of our actions, not just those...

Sunday, December 12, 2021

Focus on your time horizon, not the choppy watersThis week Marion Gilman joins Marc to discuss how you can best position yourself for your financial future… the takeaway… ‘Focus your sights on your time horizon and...

Wednesday, December 8, 2021

LPL Research Outlook 2022LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond. While the economy continues to move forward, we’re still feeling...

Sunday, December 5, 2021

Know When an Investment is TaxableThis week Marc asks, ‘What is your holiday budget?’ And wonders if you are buying thoughtfully by way of performing ‘creative’ price comparison shopping strategies? He’ll...

Sunday, November 21, 2021

Gift Tax, Capital Gains, UGMA, UTMA? Stuff to know in advance.Marc shares many of the important rules surrounding ‘gifting money’. You need to know what happens in advance of the gifting. Gift by way of a charitable...

Sunday, November 14, 2021

Paying for Convenience, Living Within Your Means, Power of Attorney...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...

Sunday, November 7, 2021

Importance of building your nest egg early in life.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.

Sunday, October 31, 2021

No Matter the Crisis, We Get to the Other SideMarc 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...

Sunday, October 24, 2021

Financial Lessons Learned During COVIDMarc 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...

Sunday, October 17, 2021

Keep a Hard Copy of Tax StuffMarc 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...

Monday, October 11, 2021

Protect your family, now and in the futureThis 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...

Sunday, October 3, 2021

Topsfield Fair, Financial Accounts and AccountabilityMarc 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...

Sunday, September 26, 2021

Great time of year to prepareMarc 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...

Sunday, September 19, 2021

Coinstar, CarMax, Airline Tix ... Get the best valueMarc 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...

Tuesday, September 14, 2021

It’s hard to fight the urge to splurge. This video explains how you can spend wisely and start saving for tomorrow.

Sunday, September 12, 2021

Dollars & Sense, Reflecting on 9/11, Caution on ‘Buy Fast-Sell Slow’ ConceptMarc 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...

Sunday, August 29, 2021

Marc is joined by Marion Live in Studio* 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...

Thursday, August 26, 2021

Challenges That Women FaceBy Freedman FinancialWe understand the challenges that women face. In this video, learn how we can deliver financial guidance to help you achieve your goals.

Sunday, August 22, 2021

Dollars & Sense: What is Enough? Well, It depends.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...

Tuesday, August 17, 2021

Do Your Kids Know the Golden Rule of Personal Finance?By Freedman FinancialDo 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...

Sunday, August 15, 2021

Tips on finding a financial planner that puts your individual needs first.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...

Sunday, August 8, 2021

Portfolios That Reflect ValuesBy Freedman FinancialSocially conscious investors are interested in creating financial portfolios that reflect their values. This video will help you understand ESG, Environmental, social, and governance...

Wednesday, August 4, 2021

Learn why you need a Financial Quarterback on your teamMarc 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...

Wednesday, August 4, 2021

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.

Sunday, August 1, 2021

Dollars & Sense: Christian joins Marc to ask some money questionsFreedman Financial’s Director of Financial Planning, the recently promoted Christian Karcher joins Marc this week. They ask some money questions… how you use...

Sunday, July 18, 2021

Monthly Expenses Are Likely Higher Than You ThinkMarc 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....

Thursday, July 15, 2021

Meet Our New Director of Financial Planning[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...

Tuesday, July 13, 2021

Midyear Outlook 2021PICKING UP SPEEDOverviewTHE 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...

Sunday, July 11, 2021

Ignore the Noise! Focus on the Horizon.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...

Saturday, July 10, 2021

A Just Do It PlanMost 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...

Sunday, June 27, 2021

Best Way to Manage Your Investments… STICK TO YOUR PLANThis 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...

Sunday, June 20, 2021

Dollars & Sense: Reality Check One Year After COVID ShutdownOn 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...

Tuesday, June 15, 2021

It's Not Your Parents' RetirementBy Freedman FinancialThe 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...

Tuesday, June 8, 2021

Budgeting is Essential to Any Healthy Financial LifeBy Freedman FinancialKnowing 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...

Sunday, June 6, 2021

Christian & Jessica get married after yearlong COVID delayMarc 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...

Sunday, May 16, 2021

Marc responds to listeners’ financial questionsMarc is LIVE this week. * Marc responds to listeners’ financial questions that impact their daily life and long term planning. Everything from ‘GRAD gifting’,...

Sunday, May 9, 2021

Dollars & Sense: Mother’s Day Edition, Laura joins Marc* 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...

Sunday, May 2, 2021

What if the asset transfer was by way of probate?* 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...

Wednesday, April 4, 2018

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Monday, January 1, 2018

SSABy Freedman FinancialSocial 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,...

Monday, January 1, 2018

AARP, Real PossibilitiesBy Freedman FinancialSince 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...

Monday, January 1, 2018

Investment Research CompanyBy Freedman FinancialMorningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.