Laurie will answer them on the air during the next broadcast. If you would like to ask your question on air, call during the show Wednesdays from 6-7 p.m. at 610-758-8810.
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...
Employer retirement plans and benefits discussion covered the various aspects and considerations in having...
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT...
Budgeting tools, important things to know about Social Security, and more. There are various...
Cash flow and what we have learned through COVID? We learned during COVID how...
Laurie is a Certified Public Accountant, Certified Financial PlannerTM professional, Accredited Estate Planner, Registered Representative, member of both the Financial Planning Association and PICPA, and Senior Vice President of Valley National Financial Advisors. Laurie provides individuals with personal service for their tax and financial planning needs.
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Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org