Listen to recordings from past shows aired on WDIY.
Laurie will be discussed: Why is financial planning important?
Laurie discussed: 2023 Tax Planning.
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors discussed: Market Overview.
Laurie discussed: Retirement Account Considerations.
Laurie discussed: Pre-Retirement Checklist.
Laurie and her guest Daniel Banks, President at Silver Crest Insurance, Inc discussed: Medicare Advantage Open Enrollment Considerations.
Laurie discussed: Social Security Benefits and Implications.
Laurie discussed Tax Legislation Updates.
Laurie answered Listeners’ Tax questions.
Laurie will be discussed: Tax Preparation and Filing Options.