
Document Retention
Laurie Siebert, CPA, CFP®, AEP® discusses: “Document Retention – How and what you should keep?”
The January 6 show was cancelled to allow for live NPR news coverage, and has been rescheduled for January 13.
Laurie Siebert, CPA, CFP®, AEP® discusses: “Document Retention – How and what you should keep?”
Laurie and her guests, Tim Roof, CFP® and William Henderson, Head of Investments at...
Laurie Siebert, CPA, CFP®, AEP® discusses:“Social Security and Medicare filing options, withholdings, IRMAA adjustments...
Laurie welcomes guests from ArtQuest Foundation to discuss Charitable Giving and other last-minute year-end...