Listen to recordings from past shows aired on WDIY.
Navigating your options in retirement planning.
Various financial planning questions.
Financial planning in an ever-changing environment. RELATED: Read Laurie’s recent article called “Ping-Pong Planning” in the PA CPA Journal.
What to think about for a surviving spouse.
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA discuss: Pension Options.
Employer retirement plans and benefits discussion covered the various aspects and considerations in having a 401k, solo-401k, employer stock and incentive stock programs. An often overlooked option for self-employed people? The solo-401k.
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT that impact beneficiaries of retirement accounts in their income tax, estate and cash flow planning.
Budgeting tools, important things to know about Social Security, and more. There are various options in tracking your spending. Bottom line – find an option that works for you and that you will use.
Cash flow and what we have learned through COVID? We learned during COVID how much we can do without. People who continued to work were in a positions to build up savings. They could pay down debt, build up emergency reserves or increase retirement savings. People who were not fortunate to keep their positions learned […]
Where are we with tax season and 2021 planning? Updates on the stimulus, tax filing dates and amendments.