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“Your Financial Choices”

September 27, 2022 | Weekly Commentary

Tune in Wednesday, 6 PM for “Your Financial Choices” on WDIY 88.1FM. Laurie will discuss: Tax Planning Before Year-End

Questions can be submitted at yourfinancialchoices.com during or in advance of the live show. Recordings of past shows are available to listen or download at both yourfinancialchoices.com and wdiy.org.

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Health Savings and Flexible Spending Accounts

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Message from the CEO: Our 35th Anniversary

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Capital Gains/Losses & Dividends

Required Minimum Distributions

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Tax-Savvy Charitable Giving

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Message from the CEO - April 2019

Q4 Market Commentary

Estate Planning Series - Executing the Plan

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