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“Your Financial Choices”

November 22, 2022 | Weekly Commentary

Tune in Wednesday, 6 PM for a pre-recorded “Your Financial Choices” show on WDIY 88.1FM. Laurie will address questions submitted online during the next live broadcast.

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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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

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Investing: The Value of a Long-Term Approach

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Message from the CEO - April 2019

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Estate Planning Series - Executing the Plan

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Estate Planning Series - Considering Heirs

Estate Planning Series - Asset Inventory

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401k Checkup

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