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. Until they met with ‘Freedman Financial’.
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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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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