Laurie Siebert, CPA, CFP, AEP talks about budgeting. “It is like dieting – people don’t want to do it, talk about it, or stick to it.”
Laurie discussed: Gifting and sharing financial information with family.
Laurie discussed Navigating Life’s Transitions – Family, Job, Retirement, and End of Life.
Laurie discussed: Year End Tax Planning and 2025 Projections.
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