
Education Planning
Host Laurie A. Siebert, CPA, CFP, AEP and guest Kevin Brosious, CPA, CFP, discuss education planning in 2013 including education credits, using 529 college savings plans and paying for college.
Host Laurie A. Siebert, CPA, CFP, AEP and guest Kevin Brosious, CPA, CFP, discuss education planning in 2013 including education credits, using 529 college savings plans and paying for college.
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...
Laurie discussed: Bonds- What are they and how are they taxed?