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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Medicare Planning

Laurie Siebert, CPA, CFP®, AEP® and her guest Daniel Banks, President of Silver Crest Insurance, discuss:

“Updates and Changes in Medicare Planning.”

 

 

 

 

 

 

 

(Original air date September 5, 2018)

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Finding Money

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

“Finding Money” – Employer matches on a 401k, unclaimed property, missed tax credits, discounts, recurring charges you forgot to cancel, and other ways people can overlook money.”

(Original air date August 29, 2018)

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