Tax season is in full swing! During this week’s episode of Dollars & Sense, Marc and Marion discuss why you should hold off on making an appointment with your tax professional until March, when you should file your taxes with a professional VS the DIY method, and why getting a large tax return isn’t necessarily a good thing.
We touch on a hot topic — artificial intelligence (aka AI.)
Marc asked Chat GBT to explain the difference between financial planning VS investment advice. Find out what AI had to say about this... and how we, as Certified Financial Planning Professionals, feel about it's explanation.
Are you ready to get started on your financial planning journey? Are you in need of a second opinion? We are here to help get your financial house in — contact us.
A full complement of Dollars & Sense broadcasts found here.
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.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.
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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