Home / Holiday Spending

Holiday Spending

Original Air Date: December 01st, 2021

Holiday Spending

Laurie discusses: Considerations in Holiday Spending and Gifting.

Latest Shows

View All Latest Shows

“What’s new in business?”

“What’s new in business?”

Laurie and special guest Tom Riddle, CPA, CFP® discussed: “What’s new in business?”

Understanding Debt – What do you have?

Understanding Debt – What do you have?

Laurie discussed: Understanding Debt – What do you have?

Medicare Open Enrollment

Medicare Open Enrollment

Category: Medicare

Laurie and special guest Daniel Banks, President of Silver Crest Insurance, discussed: Medicare Open...

Tax Savings and Updates from the Inflation Reduction Act of 2022

Tax Savings and Updates from the Inflation Reduction Act of 2022

Laurie discussed: Tax savings and updates from the Inflation Reduction Act of 2022.

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