
Back to School Finances
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss financial considerations for back to school.
Guest hosts Rodman Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors, discuss financial considerations for back to school.
Laurie Siebert, CPA, CFP®, AEP®, discussed: First half year performance, earnings and market thoughts...
Laurie Siebert, CPA, CFP®, AEP®, will discussed: Tax Planning with the Recent Tax Legislation
Laurie Siebert, CPA, CFP®, AEP®, discussed: Considerations in Marital Status Changes
Laurie Siebert, CPA, CFP®, AEP®, discussed: Tax credits under the new tax legislation