Budgeting tools, important things to know about Social Security, and more.
There are various options in tracking your spending. Bottom line – find an option that works for you and that you will use.
Tune in Wednesday, 6 PM, “Your Financial Choices” show on WDIY 88.1 FM. Laurie...
Dan Banks, President of Silvercrest Insurance, guest host, discussed: “Understanding Medicare Options”.
Laurie Siebert, CPA, CFP®, AEP®, discussed: “End of year market observations” will Bill Henderson,...
Laurie Siebert, CPA, CFP®, AEP®, discussed: Revisiting the Elements of Your Financial Life.
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