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Waller Financial Planning Group Blog

July 16 2015

Why Is My Home Insured For More Than Its Market Value?

Insurance is important for your home. Do you know what’s covered? Our article explains what you need to consider for home insurance to protect yourself.

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July 8 2015

Estate Planning For Blended Families

Second marriages are common. Estate planning for blended families presents challenges to ensure that spouse and children are treated appropriately after the death of a spouse.

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June 29 2015

You’re Going To Marry A Non-Citizen Canadian?

There are many tax implications when it comes to non-citizen spouses. Here’s some tips to help you out when you decide to tie the knot.

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June 26 2015

The Easier, But Less Traveled, Path To Financial Independence

The major goal of taking control of your financial situation is to reach financial independence; It’s working because you want to, not because you have to.

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June 18 2015

[Infographic] Economic & Financial Changes Since Cleveland’s Last Title

Infographic lays out 50 years of economic and financial changes since Cleveland’s last title.

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June 12 2015

Charlie Kerwood’s 25th Anniversary- Now & Then

We celebrated Charlie Kerwood’s 25th work anniversary; Q&A with Charlie on what has changed at Waller Financial, as well as a few of his favorite memories.

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941 Chatham Lane, Suite 212, Columbus, Ohio 43221

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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  • Community & Philanthropy
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  • Contact Us
  • ADV Part 3