Host Laurie A. Siebert, CPA, CFP(r), AEP(r) and her guest, Dave Ellowitch, CFP(r) discuss ways to approach retirement planning – what will you be doing and how will you do it?
Laurie Siebert, CPA, CFP®, AEP®, discussed: Wrapping up tax season – what did we...
Laurie Siebert, CPA, CFP®, AEP®, discussed: First quarter market review and Historical Perspective with...
Laurie Siebert, CPA, CFP ®, AEP®, discussed: Final wishes and goodbyes – tips to...
Laurie Siebert, CPA®, CFP®, AEP®, discussed Taking a deeper dive in tax free investment...
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 Please review Important Disclosure Information set forth in the last section of this web site.