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
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