Budgeting, DOLLARS & SENSE Radio Show, Financial Tips, Investment Planning, Tax Information
December 05, 2021

Know When an Investment is Taxable

Dollars & Sense, Holiday Gift Budget Strategy By Freedman Financial

This 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 share a couple of tips that may help. He also shares the importance and circumstances surrounding when an investment becomes a taxable event.

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.

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

A full complement of Dollars & Sense broadcasts found here. #Enjoy

Tracking # 1-05219693


Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean

Back to Blog

Newsletter Sign-Up

Sign up today for Freedman Financial’s ‘Planning Pointers’; weekly advice for your financial life 'in a language you can understand'®.

  • This field is for validation purposes and should be left unchanged.