Our Legacy Press Winter Newsletter covers cryptocurrency, power of attorneys and capital gains.
Posts By: Waller Financial
Happy 529 week!
Here at Waller Financial, we celebrate 529 Day all week! Here are several articles covering Section 529 Plans.
Legacy Press: Spring 2018
Our Legacy Press Spring Newsletter covers the Tax Cuts and Jobs Act of 2017 and property taxes.
Legacy Press: Winter 2018
Our Legacy Press Winter Newsletter covers cryptocurrency, power of attorneys and capital gains.
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®