Laurie Siebert, CPA, CFP®, AEP® discusses: “Financial Planning with the Tax Return.”
Employer retirement plans and benefits discussion covered the various aspects and considerations in having...
Guest David Ellowitch, CFP® joined Laurie to discuss the nuances of the SECURE ACT...
Budgeting tools, important things to know about Social Security, and more. There are various...
Cash flow and what we have learned through COVID? We learned during COVID how...
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