Laurie Siebert, CPA, CFP®, AEP® discusses:
“Odds and Ends – Financial planning tidbits.”
(Original air date November 28, 2018)
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Social Security Considerations
November 14, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“Social Security Considerations”
(Original air date November 14, 2018)
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Year-End Tax Planning
November 7, 2018
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
October 31, 2018
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
October 24, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses “Cybersecurity & Identity Theft.”
(Original air date October 24, 2018)
RELATED VIDEO: Valley National Financial Advisors shares some Cybersecurity Tips.
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Estate Planning Essentials
October 17, 2018
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
October 3, 2018
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
September 26, 2018
Laurie Siebert, CPA, CFP®, AEP® discusses:
“New – 2018 self-employed business deduction.”
(Original air date September 26, 2018)
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Retirement Accounts
September 19, 2018
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
September 14, 2018
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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