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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It’s Scholarship Time! The Freedman Financial Associates Inc. Scholarship was created to heighten the awareness of personal financial planning, and fiscal responsibility among graduating high school seniors. Now in its 21st year, the Freedman Financial has collectively awarded more than $20,000 to past winners. Eligibility: Any graduating high school student...
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In this, the first live show of 2021, Marc talks about the resilience of hardworking America… business owners… front line workers… etc. Marc also asks if its ‘time to schedule your vacation’? Answer: Well Yeah! Why not get it on the books? Marc also encourages everyone to stay hopeful and...
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In this, the last live show of 2020, Marc responds to questions asked via on-air calls and emails sent to Marc. Discussions include the stimulus, taxes, Required Minimum Distribution and more. Be safe and enjoy your holidays! DISCLOSURES: During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may...
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