Tax Corner

Posted on January 4, 2022 by The Weekly Commentary

Get ready to file your 2021 income tax return by planning ahead. The IRS has resources at irs.gov like “Steps to Take Now to Get a Jump on Your Taxes.”

Changes to VNFA Tax Process
Our Tax Department continues to roll out efficiencies to make the tax preparation process easier for our clients. New this year, we will be sending tax preparation clients a combined packet with engagement, questionnaire, and personalized organizers with document checklists. These will be distributed later in January and should be used as a guide when collecting tax source documents. The combined packet should be complete and returned with your tax source documents, and not before. We look forward to sharing more innovative updates with you as 2022 unfolds.

Quote of the Week

Posted on January 4, 2022 by The Weekly Commentary

“There’s no sense talking about priorities. Priorities reveal themselves. We’re all transparent against the face of the clock.” – Eric Zorn

“Your Financial Choices”

Posted on January 4, 2022 by The Weekly Commentary

Tune in Wednesday, 6 PM for “Your Financial Choices” with Laurie Siebert on WDIY 88.1FM. Laurie will discuss: Planning opportunities for the year ahead.

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.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

Meet Our Team of Experienced, Highly Educated Professionals

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