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Waller Financial Planning Group Blog

May 5 2017

Legacy Press: Spring 2017

Legacy Press Spring edition provides insight to reverse mortgage, why financial literacy is important for your future, and tax-efficient ways to donate to charity.

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April 26 2017

Where Do Your Tax Dollars Go?

  Now that Tax Day has come and gone, you might be wondering where all the dollars you just paid… Read more »

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April 3 2017

Creative Giving: More Ways To Donate

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.

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March 20 2017

Reverse Mortgage: What Is It? Is It Right For Me?

Is a reverse mortgage right for you? Charlie Kerwood explains what to consider before making a decision.

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March 10 2017

Are Income And Wealth Related?

A person’s wealth is defined by more than just income. There are 4 factors that influence the amount of wealth a person holds. Jason Eliason breaks it down.

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February 27 2017

Why You Need A Process For Guiding Decisions

We often see people making emotional financial decisions due to high stress situations. Chris Olsgard discusses why a planned out process will help guide your decisions.

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Waller Financial Planning Group

  • Home
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  • Community & Philanthropy
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  • ADV Part 3