Dollars & Sense: Financial Responsibility & Planning, CFP Designation

DOLLARS & SENSE Radio Show, Financial Planning, Financial Tips, Freedman Financial, Market Commentary

August 02, 2020

Importance of CFP Designation; Needs vs Wants

Dollars & Sense: Financial Responsibility & Planning By Freedman Financial

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 and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Financial Planning and Investment advice is offered through Freedman Financial, an SEC Registered Investment Advisor located in Peabody, Massachusetts. Securities are offered through LPL Financial, a Member of FINRA and SIPC. Freedman Financial is a separate entity from LPL Financial.

Investing involves risk, including loss of principal.

Always consult a Certified Financial Planner professional, qualified attorney or tax advisor prior to investing to determine what is appropriate for you.

Tracking # 1-05041081

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