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Posts By: Jason Farris, CFP®,CAP®

Creative Giving: More Ways To Donate

Posted 8:00 am by Jason Farris, CFP®,CAP® & filed under News.

There are more ways to donate to charity than just writing a check. Jason Farris offers a few tax-efficient options on how to donate to your charity.

Periodic Table of Investment Returns

Posted 8:00 am by Jason Farris, CFP®,CAP® & filed under News.

Periodic table of investment returns shows investment returns for various asset classes. Jason Farris discusses why you should look at it every year.

4 Simple Tips To Improve Your Financial Literacy

Posted 4:43 pm by Jason Farris, CFP®,CAP® & filed under News.

The Center for Financial Literacy recently published its 2016 National Report Card on Adult Financial Literacy, and the results indicate there is much room for improvement.

Retirement Contribution Limits Unchanged for 2017

Posted 9:10 pm by Jason Farris, CFP®,CAP® & filed under News.

The retirement contribution limits to your 401(k) plan, IRA and Roth IRA will not go up in 2017.

Seven Ways To Achieve A Work-Life Balance

Posted 7:32 pm by Jason Farris, CFP®,CAP® & filed under News.

Are you ready to achieve a work-life balance? Here’s seven tips on how successful people have achieved a balance.

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