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Waller Financial Planning Group Blog

February 7 2017

Periodic Table of Investment Returns

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

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January 31 2017

4 Simple Tips To Improve Your Financial Literacy

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.

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January 13 2017

Legacy Press: Winter 2017

Legacy Press Winter 2017 newsletter provides insight to achieving work-life balance, disability insurance coverage & retirement contributions unchanged for 2017.

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January 6 2017

Managing Cash Flow For Newly Weds

Chris Olsgard offers 5 tips newly weds should discuss about managing cash flow.

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December 22 2016

Retirement Contribution Limits Unchanged for 2017

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

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December 16 2016

The Fed Increased Interest Rates – So What!

The Federal Reserve recently increased interest rates. Here’s what you need to know.

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

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PHONE (239) 325-8505 FAX (239) 325-8506

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Waller Financial Planning Group

  • Home
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  • ADV Part 3