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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Marc is LIVE this week and asks: “Do you know what your monthly expenses are?” If the answer is YES, he cautions that you are likely underrepresenting that number. “It’s probably higher than you think.” If the answer is NO, then he urges you to make yourself aware of that...
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[PEABODY, MA] — [July 14, 2021] – We are pleased to announce that Christian Karcher was recently promoted to Director of Financial Planning at Freedman Financial. Christian has served as a financial planning associate for the past four years. During this time, Christian earned his CFP and maintains his Series...
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PICKING UP SPEED Overview THE U.S. ECONOMY powered forward faster than nearly anyone had expected in the first half of 2021. As we were writing our Outlook for 2021 in late 2020, our economic views were significantly more optimistic than consensus forecasts—but in retrospect, not nearly optimistic enough. Our theme...
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