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Financial Planning Stories

Original Air Date: August 20th, 2014

Financial Planning Stories

Category: Financial Planning

Laurie Siebert, CPA, CFP, AEP and guest, Rod Young, CPA/PFS, CFP, share financial planning stories and experiences.

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Getting Ready for Tax Season

Getting Ready for Tax Season

Category: Tax

Laurie discussed: How to get ready for tax season.

The 2023 Outlook

The 2023 Outlook

Category: Markets & Investments

Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...

Tax Changes- The Secure Act 2.0

Tax Changes- The Secure Act 2.0

Category: Tax

Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...

Bonds- What are they and how are they taxed?

Bonds- What are they and how are they taxed?

Laurie discussed: Bonds- What are they and how are they taxed?

Proudly brought to you by: Valley National Financial Advisors

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