Our own Senior Vice President Laurie Siebert, CPA, CFP^®, AEP^® was included as one of the expert sources for a Caring.com article piece about Retirement Planning.

Laurie A. Siebert, senior vice president, CPA, and accredited estate planner at Valley National Financial Advisors in Bethlehem, Pennsylvania, says estate planning, where your wishes are spelled out and your financial affairs are in order, is a “gift” to your survivors. Power suggests getting your children involved in the end-of-life conversation. “The more closed families are with their finances, the more it ends up becoming a food fight among the kids when the parents pass away,” she says.

READ THE FULL STORY: Retirement Planning: Boomers Delay Arrangements for Selves and Loved Ones