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
This video stresses the importance of an estate plan – for investors of all ages. Having an experienced wealth management professional on your team can ease the transition with an estate plan that protects your family, now and in the future. Tracking #1-05114607...
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Marc is LIVE this week and Oy Vey does he have lots to say. Marc is quite excited to share his joy that the Topsfield Fair is OPEN where he has been managing, with Laura the B’nai B’rith Booth since 2011. Jamie O’Brien, GM for the fair will be Marc’s...
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Marc is LIVE this week and observes that it’s a great time of year to get your financial house in order. 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...
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