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“Your Financial Choices”

October 19, 2021 | Weekly Commentary

Tune in Wednesday, 6 PM for “Your Financial Choices” – Guest hosts Rodman Young and Jaclyn Cornelius from Valley National Financial Advisors will discuss: Retiring Early.

Laurie can address questions on the air that are submitted either in advance or during the live show via yourfinancialchoices.com. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

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Tax FAQ - update on 2019 filings and 2020 planning

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Message from the CEO - May 5, 2020

Q1 2020 Market Commentary

Message from the CEO - March 20, 2020

Health Savings and Flexible Spending Accounts

Changes to the 2019 1040

Q4 2019 Market Commentary

Message from the CEO: Our 35th Anniversary

Q3 2019 Market Commentary

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

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Executive Compensation Series - Restricted Stock

Executive Compensation Series - Deferred Compensation

Investing: The Value of a Long-Term Approach

Executive Compensation Series - Introduction

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529 Plans: PA State Tax Benefits

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Message from the CEO - April 2019

Q4 Market Commentary

Estate Planning Series - Executing the Plan

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Estate Planning Series - Considering Heirs

Estate Planning Series - Asset Inventory

Estate Planning Series - Identifying Goals

Estate Planning Series Introduction

2018 Year-End Tax Planning

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401k Checkup

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30 Years Strong

Relationships. Communication. Direction.

Valley National Financial Advisors: Our Story

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