“Your Financial Choices”

Posted on March 12, 2014 by The Weekly Commentary

“Your Financial Choices” The show airs on WDIY
Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s
Laurie Siebert CPA, CFP®, AEP®. This
week Laurie will discuss: “How different types of INCOME
are taxed at different rates.”

Laurie will take your calls on these topics and
other inquiries this week. WDIY is broadcast on FM 88.1 for reception in most
of the Lehigh Valley; and, it is broadcast on FM 93.9 in the Easton and
Phillipsburg area; and, it is broadcast on FM 93.7 in the Fogelsville and
Macungie area – or listen to it online from anywhere on the internet. For
more information, including how to listen to the show online, check the show’s
website www.yourfinancialchoices.com
and visit www.wdiy.org.

“Your Financial Choices”

Posted on March 6, 2014 by The Weekly Commentary

“Your Financial Choices” The show airs on WDIY
Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s
Laurie Siebert CPA, CFP®, AEP®. Join
Laurie and her guest, Kevin Brosious, MBA, CPA/PFS, CFP® as they discuss: “What to consider when building
a portfolio.”

Laurie and Kevin will take your calls on these topics
and other inquiries this week. WDIY is broadcast on FM 88.1 for reception in
most of the Lehigh Valley; and, it is broadcast on FM 93.9 in the Easton and
Phillipsburg area; and, it is broadcast on FM 93.7 in the Fogelsville and
Macungie area – or listen to it online from anywhere on the internet. For
more information, including how to listen to the show online, check the show’s
website www.yourfinancialchoices.com
and visit www.wdiy.org.

“Your Financial Choices”

Posted on February 18, 2014 by The Weekly Commentary

“Your
Financial Choices” The
show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by
Valley National’s Laurie Siebert CPA, CFP®, AEP®. Please join Laurie and her guest Attorney
Kirby Upright of King, Spry, Herman, Freund & Faul LLC when they discuss: “Legal
considerations for same sex couples”

Laurie and Kirby will take your calls on this topic
and other inquiries this week. WDIY is broadcast on FM 88.1 for reception in
most of the Lehigh Valley; and, it is broadcast on FM 93.9 in the Easton and
Phillipsburg area; and, it is broadcast on FM 93.7 in the Fogelsville and
Macungie area – or listen to it online from anywhere on the internet. For
more information, including how to listen to the show online, check the show’s
website www.yourfinancialchoices.com
and visit www.wdiy.org.

“Your Financial Choices”

Posted on February 5, 2014 by The Weekly Commentary

“Your
Financial Choices” The
show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by
Valley National’s Laurie Siebert CPA, CFP®, AEP®.

This week, join Laurie her guest Kerry
Pechter, author of “Annuities for Dummies,” as they discuss: “Annuities.”

Laurie and her guest will take your calls on this
topic and other inquiries this week. WDIY is broadcast on FM 88.1 for reception
in most of the Lehigh Valley; and, it is broadcast on FM 93.9 in the Easton and
Phillipsburg area; and, it is broadcast on FM 93.7 in the Fogelsville and
Macungie area – or listen to it online from anywhere on the internet. For
more information, including how to listen to the show online, check the show’s
website www.yourfinancialchoices.com
and visit www.wdiy.org.

“Your Financial Choices”

Posted on January 28, 2014 by The Weekly Commentary

“Your Financial Choices” The show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week, join Laurie her guest, Executive VP and COO of Merchants Bank, Tracie Smith, as they discuss: “Banking Services- Experience the Difference Locally”

Laurie will take your calls on this topic and other inquiries this week. WDIY is broadcast on FM 88.1 for reception in most of the Lehigh Valley; and, it is broadcast on FM 93.9 in the Easton and Phillipsburg area; and, it is broadcast on FM 93.7 in the Fogelsville and Macungie area – or listen to it online from anywhere on the internet. For more information, including how to listen to the show online, check the show’s website www.yourfinancialchoices.com and visit www.wdiy.org.

“Your Financial Choices”

Posted on January 21, 2014 by The Weekly Commentary

“Your Financial Choices” The show airs on WDIY
Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s
Laurie Siebert CPA, CFP®, AEP®. This
week, join Laurie her guest, Financial Advisor Matthew Petrozelli, as they
discuss: “Multi-generation
Financial Planning”

Laurie will
take your calls on this topic and other inquiries this week. WDIY is broadcast
on FM 88.1 for reception in most of the Lehigh Valley; and, it is broadcast on
FM 93.9 in the Easton and Phillipsburg area; and, it is broadcast on FM 93.7 in
the Fogelsville and Macungie area – or listen to it online from anywhere on the
internet. For more information, including how to listen to the show
online, check the show’s website www.yourfinancialchoices.com and visit www.wdiy.org.

“Your Financial Choices”

Posted on December 30, 2013 by The Weekly Commentary

“Your
Financial Choices” The
show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by
Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week, the station will re-play a
previously recorded show due to the New Year’s Day holiday. No live telephone calls will be taken this week.

WDIY is broadcast on FM 88.1 for reception in most of the Lehigh Valley; and,
it is broadcast on FM 93.9 in the Easton and Phillipsburg area; and, it is
broadcast on FM 93.7 in the Fogelsville and Macungie area – or listen to it
online from anywhere on the internet. For more information, including how
to listen to the show online, check the show’s website www.yourfinancialchoices.com
and visit www.wdiy.org.

“Your Financial Choices”

Posted on December 9, 2013 by The Weekly Commentary

“Your Financial Choices” The show airs on WDIY
Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s
Laurie Siebert CPA, CFP®, AEP®. This
week, join Laurie her guest, Rod Young, CPA, CFP(r) as they discuss:

“Year-end
tax planning before it’s too late”

Laurie will take your calls on this topic and other inquiries
this week. WDIY is broadcast on FM 88.1 for reception in most of the Lehigh
Valley; and, it is broadcast on FM 93.9 in the Easton and Phillipsburg area;
and, it is broadcast on FM 93.7 in the Fogelsville and Macungie area – or
listen to it online from anywhere on the internet. For more information,
including how to listen to the show online, check the show’s website www.yourfinancialchoices.com
and visit www.wdiy.org.

“Your Financial Choices”

Posted on December 3, 2013 by The Weekly Commentary

“Your Financial Choices” The show airs on WDIY
Wednesday evenings, from 6-7 p.m. The show is hosted by Valley National’s
Laurie Siebert CPA, CFP®, AEP®. This
week, Laurie welcomes guest Benjamin M. Tenaglia, III, Vice President and Portfolio Manager at Valley National Financial Advisors to discuss what it means to be a fiduciary and fiduciary investing in a trust environment.

This show will be broadcast at the regular time.
WDIY is broadcast on FM 88.1 for reception in most of the Lehigh Valley; and,
it is broadcast on FM 93.9 in the Easton and Phillipsburg area; and, it is
broadcast on FM 93.7 in the Fogelsville and Macungie area – or listen to it
online from anywhere on the internet. For more information, including how
to listen to the show online, check the show’s website www.yourfinancialchoices.com
and visit www.wdiy.org.

“Your Financial Choices”

Posted on November 25, 2013 by The Weekly Commentary

“Your
Financial Choices” The
show airs on WDIY Wednesday evenings, from 6-7 p.m. The show is hosted by
Valley National’s Laurie Siebert CPA, CFP®, AEP®. This week, due to the Thanksgiving holiday, Laurie
will replay a previous show. No phone inquiries will be available.

This show
will be broadcast at the regular time. WDIY is broadcast on FM 88.1 for
reception in most of the Lehigh Valley; and, it is broadcast on FM 93.9 in the
Easton and Phillipsburg area; and, it is broadcast on FM 93.7 in the
Fogelsville and Macungie area – or listen to it online from anywhere on the
internet. For more information, including how to listen to the show
online, check the show’s website www.yourfinancialchoices.com and visit www.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

Securities offered through Valley National Investments, Inc. Member FINRA SIPC. The Standard & Poor’s 500 (S&P 500), Morgan Stanley EAFE Developed Countries, and the Lehman Brothers Aggregate Bond Index are an unmanaged group of securities considered to be representative, in general, of the US stock market, the foreign stock market, and the US bond market, respectively. Opinions expressed are subject to change without notice and are not intended to be investment advice or to predict future performance. Consult your financial professional before making any investment decision. Past performance does not guarantee future results. Valley National does not purchase content for its newsletter from outside supplier/vendors. Valley National is in compliance with the current registration and/or notice-filing requirements imposed upon SEC registered investment advisers by those states in which Valley National maintains clients. Advisors of Valley National may only transact business in those states in which they are registered, or qualify for an exemption or exclusion from registration requirements. The Valley National newsletter, The Weekly Commentary, is limited to the dissemination of general information pertaining to investment advisory and financial planning services and other general information it believes would be of interest to its clients and friends. Nothing in this newsletter shall be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, and/or legal advice. Nothing in this newsletter shall be construed as an offer to sell, or a solicitation to buy securities. Nothing contained in this newsletter shall be construed as creating a planner client relationship by virtue of your access to this newsletter. Readers should not rely solely on any information contained herein to plan your estate, or invest your assets, or plan for your income taxes, or make any other financial planning decision. All trademarks and logos appearing herein are those of their respective owners. Information throughout this newsletter is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the reader. Copyright © 2019, Valley National Group, Inc. All Rights Reserved.

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Category Archives: your financial choices

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“Your Financial Choices”