Every quarter, we provide you with our financial planning newsletter, written by our Certified Financial Planners, to keep you updated and informed.
What’s in the Legacy Press:
- Charlie Kerwood answers common questions about reverse mortgage
- Jason Farris discusses why financial literacy is important for your financial future
- Jason Eliason discusses tax-efficient ways to donate to your charity
Legacy Press Spring Newsletter Spring
As always, please call or email us if you have any questions or having problems accessing the Legacy Press.
P: 614-457-7026
E: info@waller.com
