Here at Waller Financial, we celebrate 529 Day all week! Here are several articles covering Section 529 Plans.
Posts By: Waller Financial
Our Legacy Press Spring Newsletter covers the Tax Cuts and Jobs Act of 2017 and property taxes.
Our Legacy Press Winter Newsletter covers cryptocurrency, power of attorneys and capital gains.
Our Legacy Press Summer Newsletter covers buying vs leasing a car, excess money in 529 and why you should work with a CFP®
Our Certified Financial Planners were recently published in the Columbus Business First newspaper for the Financial Planning Association supplement.