Marc was live this week and discusses the yearend tax planning and financial strategies including the 401k match, diversification, medical flexible spending plans timeline and more.
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.
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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 isn’t designed to provide sufficient income to live on during retirement. To combat this financial challenge, many small businesses have adopted the...
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BROADCAST: Dollars & Sense, 05/15/2022 Episode Summary: Marc Freedman, CFP® and Marion Gilman, CFP® discuss strategies for managing your investment portfolio in the midst of market turbulence, rising interest rates and skyrocketing inflation. SEGMENT 1: (00:49) Learn about some exciting changes at Freedman Financial and how to make rational investment decisions during...
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Economists and pundits predicted that the baby boomer generation’s retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between January 2020 and May 2021.1 But while retirement is a much-anticipated stage of...
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