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.
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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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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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