2015 Triple Crown- a lesson on celebrating success.
Posts Tagged: Waller Financial Planning Group
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.
Should You Recast Your Mortgage?
Learn how to recast your mortgage in order to receive lower monthly payments.
Dynasty Trust Planning – Passing On Your Values Along With Your Valuables
Dynasty Trust planning is designed to minimize the amount of taxes paid, predominantly estate, gift and generation-skipping taxes.
The Benefits & Pitfalls Of Joint Ownership
“Joint with Rights of Survivorship,” or “JTWROS,” is a type of ownership that affords two or more people equal ownership in an asset, which includes access.