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Dollars & Sense, When Not to Go Paperless

Dollars & Sense, When Not to Go Paperless

October 17, 2021
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Keep a Hard Copy of Tax Stuff

Marc is LIVE this week and talks about storing docs in the cloud. It saves space and it’s easy to organize, however… when it comes to your tax forms KEEP A HARD COPY! You don’t want to miss anything when filing. He also chats about RMDs and Social Security.


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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