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Dollars & Sense: Planning for the Long-Term

Dollars & Sense: Planning for the Long-Term

July 06, 2023

We hope everyone had an enjoyable 4th of July... minus all the rain.

On a brighter note (pun intended) we finished the first half of 2023 with the markets performing relatively well!

But as we all know, anyone who invests needs to be ready for the ups AND downs of the markets. That is why planning for the long-term is so important. At Freedman Financial, we have noticed a shift in a lot of our client's mindsets. They are becoming more and more thoughtful about envisioning what a successful retirement means to them.

Holistic lifestyle planning, instead of just focusing on investments, helps with this.

Imagine you had all the money you ever wanted… what would you do with it? Now imagine you have been told by your doctor you have 5-10 years to live… how would you spend your money then? Your answers to these questions would likely differ if you are 25 vs. 45.

Take the time this summer to have important conversations when it comes to money, we are also happy to lend an ear. Contact us today at


Tune in to this week’s episode of Dollars & Sense as Marc and Marion talk about important questions you should ask a financial advisor during your consultation in a language you can understand.

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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