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.
Laurie Siebert, CPA, CFP®, AEP®, discussed: More Tax Talk and Fixes When Available.
Laurie Siebert, CPA, CFP®, AEP®, introduced LINC – Lehigh Valley Inter-regional Networking and Connecting...
Laurie Siebert, CPA, CFP®, AEP®, discussed Listeners’ Tax Questions – which can be sent...
Laurie Siebert, CPA, CFP®, AEP®, and her guest Matt Hougan, CIO of Bitwise Asset...
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