Every quarter, we provide you with our financial planning newsletter, written by our Certified Financial Planners, to keep you updated and informed.
What is in the Legacy Press — Winter Edition:
- Do you have disability insurance coverage? Charlie Kerwood explains why you should consider having it.
- Have you achieved a work-life balance? Jason Farris discusses how successful people found a balance.
- Retirement contribution limits have not changed for 2017. This is what you need to know.
As always, please call or email us if you have any questions or having problems accessing the Legacy Press.