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“Your Financial Choices”

July 7, 2020 | Weekly Commentary

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY:COVID Impacts – Changes in charitable giving and education expectations.

Laurie has returned to the studio which means she can take your questions live on the air at 610-758-8810, or address those submitted via yourfinancialchoices.com.

Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

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Message from the CEO - March 20, 2020

Health Savings and Flexible Spending Accounts

Changes to the 2019 1040

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Message from the CEO: Our 35th Anniversary

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Capital Gains/Losses & Dividends

Required Minimum Distributions

2019 Year-End Tax Planning Topics

Tax-Savvy Charitable Giving

Pension Decisions: Lump Sum vs Payment Plan

The Value of a Diverse Portfolio

Executive Compensation Series - Stock Concentration

529 Plan FAQ

Executive Compensation Series - Stock Options

Message from the CEO: Financial Times Top 300

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Executive Compensation Series - Restricted Stock

Executive Compensation Series - Deferred Compensation

Investing: The Value of a Long-Term Approach

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VNFA's 10th Anniversary Volunteer Challenge Project

529 Plans: PA State Tax Benefits

Q1 2019 Market Commentary

Message from the CEO - April 2019

Q4 Market Commentary

Estate Planning Series - Executing the Plan

Estate Planning Series - Understanding Taxes

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Estate Planning Series - Asset Inventory

Estate Planning Series - Identifying Goals

Estate Planning Series Introduction

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Cybersecurity

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401k Checkup

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Get to know Jackie

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Get to know Tim Roof

Get to know Joe

Get to know Laurie

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Relationships. Communication. Direction.

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