More Financial Terms

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

“Financial terms continued – advisors, accounts, trusts”

(Original air date August 2, 2017)

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Investment Terms

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

“Investment terms revisited”

(Original air date July 26, 2017)

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Elder Care

Guest host, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, and his guest Theresa M. Kuhar, RN, BSN, Managing Director of IKOR Bucks & Lehigh, discuss:

“Navigating the Elder Care Maze”

(Original air date July 19, 2017)

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Roth IRAs

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

“ROTH IRAs – what you need to know”

(Original air date July 12, 2017)

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Financial Freedom

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

“Making your way to financial freedom”

(Original air date July 5, 2017)

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Summer Spending

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

“Spending over the summer – vacations and other ways to lose track”

(Original air date June 28, 2017)

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Protecting Asset Values

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

“Ways you can lose asset value despite the market”

(Original air date June 21, 2017)

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Making Financial Decisions Together

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

“Men and women and the interplay of their financial decisions”

(Original air date June 14, 2017)

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Affording College

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

“Ways to pay for college”

(Original air date June 7, 2017)

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Tax Notices & Amended Returns

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

“Tax notices and amended returns for the IRS and PA”

(Original air date May 31, 2017)

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