Every quarter, our Certified Financial Planners provide insightful information about the financial industry to keep you informed:
What’s in the Legacy Press:
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For many of us, interviewing and hiring someone is not a common occurrence and it can be overwhelming. Whether it’s your first time interviewing a financial planner, or exploring your options to see if there is a better fit, it can be daunting. Finding the right financial advisor for your specific needs may require interviewing several people. Before you get started Jason Farris outlines 5 important questions you should ask BEFORE meeting with an advisor.
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Chris Olsgard talks about the qualified business income deduction and how to use a deduction of up to 20% on qualified business income for pass-through entities.
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October was Financial Planning Month! We posted a series of videos and blogs each week hosted by our partners.
As always, please call or email us if you have any questions or having problems accessing the Legacy Press.
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