
Tax Planning Strategies
Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss tax planning strategies and answer listener tax questions.
Guest hosts Rod Young, CPA/PFS, CFP® and Jaclyn Cornelius, CFP®, EA from Valley National Financial Advisors discuss tax planning strategies and answer listener tax questions.
Laurie discussed: Financial Considerations for Blended Families.
Laurie and special guest Daniel Banks, President of Silver Crest Insurance discussed: Medicare Open...
Laurie and special guest Stan Reinford, Loan Officer at Movement Mortgage, discussed: Mortgage Market...
Laurie discussed how to Make Financial Planning Work for You