Laurie Siebert, CPA, CFP®, AEP® discusses:
“The start of tax filing season – what you need to know.”
Keep in mind the various tax forms you may need and where to find them. Take some time to review the documents for important information that is available on them in helping you understand your own financial situation.
Tune in Wednesday, 6 PM, “Your Financial Choices” on WDIY 88.1 FM. Laurie will...
Laurie and her guest, Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
Laurie discussed: Family Matters – In More Ways Than One. Did you miss the...
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors,...
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