Our Legacy Press fall newsletter provides insight to why you should prepay your funeral, difference between DAFs & Private Foundations & our 2015 Odysseus winner.
Read more »
November
6
2015
November
3
2015
This article covers how to teach your child about money, and provides real-life situations to help your child live a financially-fit life.
Read more »
October
21
2015
There are many long-term perks to converting to a Roth IRA. Read the article to find out why.
Read more »
October
9
2015
The third quarter saw disappointing market movements. In fact, it was the worst quarter in 4 years[1]. For some, it… Read more »
Read more »
September
28
2015
Football is a relaxing way to spend the weekend, however, there are a few financial lessons to learn from football as well.
Read more »
September
21
2015
Do you want to save money for your child’s college, but don’t know where to start? Here’s information on College 529 Plans to help get you started.
Read more »