Home / Mid-Year Financial Check-up
Mid-Year Financial Check-up
Original Air Date: July 23rd, 2014

Mid-Year Financial Check-up

Category: Financial Planning

Guest host, Rodman Young CPA/PFS, CFP® discusses paying attention – “It’s time for a Financial Check-up.”

PAY ATTENTION TO…

  1. Your employer retirement plan.
  2. Your employer benefit programs.
  3. Your spending budget and “invisible” expenses.
  4. Roth IRAs – strategic or tactical conversions.
  5. Rebalancing your investment portfolio.
  6. Your estate planning documents.
  7. Your income tax planning.
  8. Your risk management plan.
  9. Your “non-financial” spouse.
  10. Your mortgage.
Sep14
Cybersecurity

Cybersecurity

Laurie welcomes Rob Ziobro, Assistant Vice President of Technology at Valley National Financial Advisors...

Listen