Finances

Schedule K-1 on Your Financial Choices

Mar 16, 2017

This week, Laurie Siebert discusses "What is a Schedule K-1 and why might you get one?" 

 Laurie also answers listener questions on the air and questions submitted online before the show. (Original air-date: 3/15/17)

Laurie Siebert devotes the entire show to MORE listener tax questions, including Schedule D, spin-offs and splits

Laurie answers questions on the air, as well as questions submitted online before the show.

(Original air-date: 3/8/17)
 

Laurie Siebert discusses "Interest and dividends and the geography of your investments." 

 Laurie also answers listener questions live on the air during the program. (Original air-date: 2/22/17)

Risk Management on Your Financial Choices

Feb 16, 2017

Laurie Siebert and her guest, Roxie Muñoz, CLU®, FLMI, Assistant Vice President of Insurance Services at Valley National Financial Advisors, discuss: "Taking care of your loved ones through risk management."

Laurie and Roxie also take listener questions live on the air during the program.

 (Original air-date: 2/15/17)

Laurie Siebert discusses: "Understanding Schedule A and itemized deductions on your tax return."

Laurie also answers listener questions live on the air during the program. (Original air-date: 2/8/2017)

Laurie Siebert discusses: "TAX TIME - getting ready and filing a complete and accurate return."

Laurie also takes listener questions live on the air.  

(Original air-date: 2/1/17)

Laurie Siebert, and her guest, James J. Ruggiero Jr., Esq. AEP®, Managing Partner at Ruggiero Law Offices, discuss: "ACT 95 and Power of Attorney". 

Laurie and James also take listener questions live on the air.

(Original-air-date: 1/25/2017)

On this edition of Your Financial Choices, Laurie Siebert, CPA, CFP®, AEP® discusses the financial implications of being a beneficiary.

Laurie also takes listener questions live on the air.

(Original air-date: 1/11/2017)

Grants & Legacy Planning on Your Financial Choices

Jan 19, 2017

Laurie Siebert, CPA, CFP®, AEP® and her guest, Erika Riddle Petrozelli, CPA, Director of Donor Services for Lehigh Valley Community Foundation discuss Lehigh Valley Community Foundation's 50th anniversary grants and legacy planning.

Laurie and Erika also take listener questions live on the air.

(Original air-date: 1/18/2017)

Laurie Siebert discusses "Required Minimum Distributions - understanding the concept and requirements".

Laurie also takes listener questions live on the air.

(Original air-date: 9/7/2016)
 

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