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Planning for Longevity
Original Air Date: October 14th, 2020

Planning for Longevity

Category: Financial Planning

Laurie Siebert, CPA, CFP®, AEP® discusses: “Retirement planning for longevity as part of your financial plan.”

If your parents and grandparents have had long lives, chances are you will as well. Success in meeting your retirement goals will depend on what fixed income you will have and how long your investments will last to cover your expenses. Longer life = more planning needed! 

Dec09
Year-End Tax Planning

Year-End Tax Planning

Category: Charity, Tax

Laurie welcomes guests from ArtQuest Foundation to discuss Charitable Giving and other last-minute year-end...

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