Legacy Press: Fall 2017

Our Legacy Press Summer Newsletter covers buying vs leasing a car, excess money in 529 and why you should work with a CFP®

Legacy Press: Summer 2017

Our Legacy Press Summer Newsletter covers buying vs leasing a car, excess money in 529 and why you should work with a CFP®

Legacy Press: Spring 2017

Legacy Press Spring edition provides insight to reverse mortgage, why financial literacy is important for your future, and tax-efficient ways to donate to charity.

Legacy Press: Winter 2017

Legacy Press Winter 2017 newsletter provides insight to achieving work-life balance, disability insurance coverage & retirement contributions unchanged for 2017.

Legacy Press: Fall 2016

This quarter’s Legacy Press summer newsletter provides insight to succession planning, philanthropic planning & becoming a non-profit board member.