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.