Dollars & Sense: What is Enough? Well, It depends.
Marc is live this week. People ask, “What is enough?” A Financial Planner helps you realize… What Enough Means to you. Not by addressing an isolated money issue, but by including it in your overall financial plan. There is no one-size-fits-all answer. Because “It Depends” on you.
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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*The above video and information was posted prior to Freedman Financial offering advisory services under the LPL Corporate RIA*
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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.