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“Your Financial Choices”

July 6, 2021 | Weekly Commentary

Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM for a pre-recorded episode. Laurie will return live July 14.

Laurie will address questions submitted via yourfinancialchoices.com during the next live show. 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: Our 35th Anniversary

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Capital Gains/Losses & Dividends

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Tax-Savvy Charitable Giving

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529 Plan FAQ

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Estate Planning Series - Executing the Plan

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401k Checkup

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