Good financial planning often means playing highly disciplined defense. Don’t become a victim of these financial pitfalls.
Posts Categorized: News
Does Floyd Mayweather Think Like A Financial Planner?
Playing defense is not particularly exciting, nor will it get you to retirement. The benefit of a strong defensive strategy is playing good offense when opportunities arise.
A New Generation Of Gifting Via College 529 Plan
A 529 plan is a college savings plan that allows for tax-deferred growth and tax-free distributions when used for post secondary education.
Jason Farris Earns Philanthropy Designation
Waller Financial’s advisor, Jason Farris, earns Chartered Advisor in Philanthropy designation.
Should You Recast Your Mortgage?
Learn how to recast your mortgage in order to receive lower monthly payments.