01-26-2023 Dollars & Sense, Have a Plan in Place

There are lots of lessons to be learned from 2022. During this week’s episode of Dollars & Sense, Marc and Marion talk about the importance of having a financial plan. They also discuss the criteria they analyze when creating a financial plan based on their client's unique situations.

If now is the time to get serious about your financial planning, please reach out.

A full complement of Dollars & Sense broadcasts found here.

 

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.

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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