Tune in to “Your Financial Choices” on WDIY 88.1 FM on Wednesday at 6 PM. Laurie will discuss: Gifting and sharing financial information with family.
Questions can be submitted to yourfinancialchoices.com before the live show. Recordings of past shows are available to listen to or download at yourfinancialchoices.com and wdiy.org.
Tune in to “Your Financial Choices” on WDIY 88.1 FM on Wednesday at 6...
Laurie discussed Navigating Life’s Transitions – Family, Job, Retirement, and End of Life.
Laurie discussed: Year End Tax Planning and 2025 Projections.
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