
Listeners’ Questions – Past & Present
Laurie Siebert, CPA, CFP®, AEP® dedicates the show to listener questions – past and present. “What questions do you have?”
Laurie Siebert, CPA, CFP®, AEP® dedicates the show to listener questions – past and present. “What questions do you have?”
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?