Laurie Siebert, CPA, CFP, AEP discusses what you need to know as a beneficiary when inheriting assets.
Laurie and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Family Matters – In More Ways Than One. Did you miss the...
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Random Thoughts on Financial Topics. Did you miss the last show, Inheriting...
Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org