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Markets are off to a strong start in 2026, with major indexes posting solid year-to-date gains across the board. The Dow Jones Industrial Average is up roughly 3%, while the S&P 500 and Nasdaq have each advanced about 1.8%.... on
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As an investor, you may be interested in the IRS regulations concerning losses sustained from abandoned stock or other... Read More
Beginning with tax year 2020, nonemployee compensation will no longer be reported in box 7 on Form 1099-MISC. Instead,... Read More
Question: I’ve heard of Kiddie tax but I’m not sure what it is. Why do children have to pay taxes at... Read More
Head of Investments Bill Henderson and CEO Matt Petrozelli discuss the current forecast as we prepare to step into 2021.
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Tune in Wednesday, December 30, 6 PM for a recorded episode of “Your Financial Choices” on WDIY 88.1FM: Laurie... Read More
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss 2021 planning and the importance of asset rebalancing asset allocations.
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Social Security and Medicare odds and... Read More
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss estate planning topics including beneficiary and charitable giving elements. WATCH NOW (and stay tuned for PART II next week).
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Social Security and Medicare odds and... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Year-End Tax Planning starting with a... Read More
As we are reaching the end of a tumultuous year, I am reflecting on how thankful and proud I am of our VNFA team. Additionally, I am grateful for YOU, our clients, who have been with us every step of the way.
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Employer Stock Benefits.Laurie can take your... Read More