Year In Review & What’s Ahead

Laurie Siebert, CPA, CFP®, AEP® discusses The Year in Review and What’s Ahead with  Timothy G. Roof, CFP® and Connor Darrell, CFA from Valley National Financial Advisors.

 

 

 

 

 

(Original air date December 5, 2018)

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Odds & Ends

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Odds and Ends – Financial planning tidbits.”

(Original air date November 28, 2018)

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Year-End Tax Planning

Laurie Siebert, CPA, CFP®, AEP® discusses “Year-end tax planning – what do you need to know and what can you still do?”

(Original air date November 7, 2018)

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Bringing the Estate Plan Together

Laurie Siebert, CPA, CFP®, AEP® wraps up her Estate Planning Month series with a discussion about “Bringing the Estate Plan Together.”

(Original air date October 31, 2018)

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Cybersecurity & Identity Theft

Laurie Siebert, CPA, CFP®, AEP® discusses “Cybersecurity & Identity Theft.”

(Original air date October 24, 2018)

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RELATED VIDEO: Valley National Financial Advisors shares some Cybersecurity Tips.

 

Estate Planning Essentials

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis Pappas Associates discuss: “Essential components of an estate plan.”

 

 

 

 

 

 

(Original air date October 17, 2018)

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Transition to Retirement

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Considerations in the transition from working to retirement.”

(Original air date October 3, 2018)

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Self-Employed Deductions

Laurie Siebert, CPA, CFP®, AEP® discusses:

“New – 2018 self-employed business deduction.”

(Original air date September 26, 2018)

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Retirement Accounts

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Understanding what you can do with your retirement accounts.”

(Original air date September 19, 2018)

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Retirement Plan Checkup

Laurie Siebert, CPA, CFP®, AEP® and her guest Joseph F. Goldfeder, CFP® Vice President at Valley National Financial Advisors, discuss “Retirement Plan Checkup.”

 

 

 

 

 

RELATED VIDEO: 401(k) Checkup

(Original air date September 12, 2018)

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