Legacy Press Newsletter Spring 2017

 

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