Laurie discussed: The how and timing of charitable giving.
Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on...
Laurie Siebert, CPA, CFP, AEP discussed: The Biggest Financial Decisions I am seeing these...
Laurie Siebert, CPA, CFP®, AEP®, discussed: The Complexities of Required Minimum Distributions
Laurie Siebert, CPA, CFP®, AEP®, discussed: Lessons learned as a financial advisor
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.