Valley National Video

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Financial Planning Topics

Value of a Diverse Portfolio
Value of a Diverse Portfolio
529 Plans FAQ
529 Plan FAQ
Value of Long-Term Investing
Value of Long-Term Investing with Joe Goldfeder, CFP
529 Plans: PA State Tax Benefits
529 Plans: PA State Tax Benefits with Jackie Cornelius, EA, CFP
Non-Cash Donations
Non-Cash Charitable Donations with Jessica Goedtel, CFP
Qualified Charitable Distributions
Qualified Charitable Distributions (QCDs) with Tim Roof, CFP
Charitable Deductions
Charity - Deductible (and Non-Deductible) Donations
Year-End Tax Planning
Year-End Tax Planning with Tim Roof, CFP
401k Checkup
401k Checkup with Joe Goldfeder, CFP
Roth 401k Contributions
Roth 401k Contributions with Rod Young, CPA/PFS, CFP

Executive Compensation Series

Introduction
Executive Compensation Series: Introduction
Deferred Compensation
Executive Compensation Series: Deferred Compensation
Restricted Stock
Executive Compensation Series: Restricted Stock
Stock Options
Executive Compensation Series: Stock Options
Stock Concentration
Executive Compensation Series: Stock Concentration

Quarterly Market Commentary

Q2 2019
Q2 2019 Commentary
Q1 2019
Q1 2019 Commentary
Q4 2018
Q4 2018 Commentary
Q3 2018
Q3 2018 Commentary

Estate Planning Series

Introduction
Estate Planning Series: Introduction
Identifying Goals
Estate Planning Series: Identifying Goals
Asset Inventory
Estate Planning Series: Asset Inventory
Considering Heirs
Estate Planning Series: Considering Heirs
Understanding Taxes
Estate Planning Series: Understanding Taxes
Executing the Plan
Estate Planning Series: Executing the Plan

ABOUT VNFA / MEET THE TEAM

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