It’s not uncommon for people to claim that their financial plan is to “beat the market”. But what does that mean? And does it align with the goals that we have for our clients? On this week’s episode of Dollars & Sense, Marc & Marion discuss the difference in investing for the long term versus a strategy of looking at day-to-day (or even year-to-year) results: https://lnkd.in/eWfWJC4t #financialadvisor #financialplanning #investing
Freedman Financial
金融服务
Peabody，MA 243 位关注者
Financial Advice in a Language You Can Understand. (R)
关于我们
Established in 1968, we remain committed to abiding by a standard of ethics and values that mirror that of the CFP Board of Standards and the Financial Planning Association. Our firm is committed to innovation and has been recognized nationally as a leader in practice management, client services, and financial planning strategies. Our firm's goal is simple — to improve the lives of our clients by delivering genuinely personal comprehensive financial planning. We believe that there is a tremendous distinction between FINANCIAL PLANNING and INVESTMENT MANAGEMENT services. If your current situation precludes you from distinguishing the difference, please contact us for a free consultation. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: www.freedmanfinancial.com. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org / www.sipc.org
- 网站
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https://www.freedmanfinancial.com/
Freedman Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Peabody，MA
- 类型
- 私人持股
- 创立
- 1968
- 领域
- Personal Financial Planning Services、Wealth Management、Life Planning Services和Retirement Planning
地点
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主要
获取路线
41 Cross Street
2nd Floor
US，MA，Peabody，01960
Freedman Financial员工
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Marc Freedman CFP? at Freedman Financial
President/CEO Freedman Financial CFP? | Keynote Speaker | Author | Financial Thought Leader | HOST Dollars & Sense
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Marc Freedman CFP
President at Freedman Financial
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Christian Karcher CFP?
Director of Financial Planning
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Marc Freedman
Chief Executive Officer at Freedman Financial
动态
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How many people would say they know what financial planning is, but don't actually know what it entails? Probably a lot! Marc is taking us back to basics on financial planning in today's #MoneyMinute:
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Teach Your Children Well... #SetAGoodExample
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Want to work with us? Now's the chance! We are hiring a FULL TIME Registered Client Service Associate to assist our office in Peabody, MA. Check out the job description and apply if you think you're a fit: https://lnkd.in/eppzw7Yp
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Lying around is a how you spend a sick day, not your retirement!
America is doing retirement all wrong
advisorstream.com
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The airlines are watching you, tricks to save! #FinancialAdviceInALangaugeYouCanUnderstand
Are Airlines Spying On You? The Hidden Costs Of Surveillance Pricing And How To Avoid Them
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Baby Boomers are still loving their sex, drugs, and rock & roll! #WastingAwayAgain
Why people over the age of 55 are the new problem generation
advisorstream.com
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Is $1 million the right amount to retire? What about $2 million? Maybe we’re asking the wrong question... In today’s episode of Dollars & Sense, Marc & Marion discuss the most important question when it comes to your lifestyle in retirement. And no, it’s not “what is your number?” Listen along as the duo dispel some retirement myths and talk about some of their conversations with clients on this topic.
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It's a common narrative that saving is hard. But is that always true? In today's #MoneyMinute, Christian has some tips that make saving money so easy you won't even know you're doing it. #financialadvisor #financialplanning