0% capital gains and premium tax credits are great financial tools, but sometimes they do not work well together.
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September
26
2017
September
20
2017
Our Certified Financial Planners were recently published in the Columbus Business First newspaper for the Financial Planning Association supplement.
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September
11
2017
According to recent research by the Transamerica Center for Retirement Studies, millennials are saving their money for retirement at a higher rate than their Baby Boomer counterparts at a similar age; however, there is one skill they are lacking:
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August
28
2017
Football season is here, and who doesn’t love a good football-finance comparison? Jason Farris, loves football, so naturally he wrote an article about 5 financial lessons to learn from football.
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August
14
2017
As most of you know, North Korea has been a hot topic in the headlines recently. Jason Eliason discusses why this topic is important and how it may affect you:
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August
7
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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