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Waller Financial Planning Group Blog

December 27 2017

Cryptocurrencies and Bitcoin: What Are They?

There has been a lot of hype about cryptocurrency and bitcoin. But how much do you know?

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November 20 2017

Quick Facts About Powers of Attorney

Do you know the difference between Limited and General Power of Attorney? Charlie Kerwood discusses a few facts on why POAs are so important.

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November 6 2017

Sell It Or Rent It? Consider Capital Gains First

Are you thinking about using your current home as a rental property once you move? Chris Olsgard goes over a few rules and tips to consider before making the transition.

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October 27 2017

Legacy Press: Fall 2017

Our Legacy Press Summer Newsletter covers buying vs leasing a car, excess money in 529 and why you should work with a CFP®

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October 20 2017

Market Crash: Big Deal?

30 years ago we experienced one of the worst stock market crashes in history. Jason Eliason discusses how the market has always rebounded over time.

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October 9 2017

Long-Term Care: Facts about the “Forgotten” Policy

Morningstar recently published a survey about long-term care insurance. Jason Farris discusses some interesting facts you should know.

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PHONE (614) 457-7026 FAX (614) 457-0911

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Waller Financial Planning Group

  • Home
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  • Community & Philanthropy
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  • Contact Us
  • ADV Part 3