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“Your Financial Choices”

October 17, 2023 | Weekly Commentary

Tune in Wednesday, 6 PM “Your Financial Choices” on WDIY 88.1FM. Laurie will be discussing: Milestone Birthdays – Important Ages in Planning.

Questions can be submitted at yourfinancialchoices.com 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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Inflation

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Responsible Investing

VNFA Team Chat – Trending Topics (February 2021)

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VNFA Team Chat – Trending Topics (December 2020 – PART II)

VNFA Team Chat – Trending Topics (December 2020 – PART I)

Message from the CEO: Thank you!

Team Chat – Trending Topics (November 2020)

Team Chat – Trending Topics (October 2020)

Q3 2020 Market Commentary

Retirement Planning Checklist

Meet NECC with Team VNFA

Wealth Management Trends

Tax FAQ - update on 2019 filings and 2020 planning

Options in Financial Planning Due to COVID 19

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

Executive Compensation Series - Stock Options

Message from the CEO: Financial Times Top 300

Q2 2019 Market Commentary

Executive Compensation Series - Restricted Stock

Executive Compensation Series - Deferred Compensation

Investing: The Value of a Long-Term Approach

Executive Compensation Series - Introduction

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

Estate Planning Series - Considering Heirs

Estate Planning Series - Asset Inventory

Estate Planning Series - Identifying Goals

Estate Planning Series Introduction

2018 Year-End Tax Planning

Cybersecurity

Trusted Contacts Update

Q3 2018 Market Commentary

401k Checkup

What Is a Trusted Contact Person?

Get to know Jackie

Get to know Mike

Get to know Tim Roof

Get to know Joe

Get to know Laurie

Get to know Rod

Get to know Matt

Be With The Best

30 Years Strong

Relationships. Communication. Direction.

Valley National Financial Advisors: Our Story

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