DOLLARS & SENSE Radio Show, Financial Planning, Financial Tips, Tax Information
November 15, 2020

Marc Live 'In Studio', Year End Tax Planning

Dollars & Sense: Year End Tax Planning and Financial Strategies By Freedman Financial

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.

Tracking # 1-05080249

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.