Legacy Press Newsletter summer 2018


Every quarter, our Certified Financial Planners provide insightful information about the financial industry to keep you informed:


What’s in the Legacy Press:
  • Have you noticed all those letters behind your advisor’s name? Knowing what the designations mean can help you better understand your advisor’s education background and skill set. Charlie Kerwood goes over some of the common designations you may see.


  • For people who are charitably inclined, Jason Farris discusses why it would be beneficial to bundle charitable contributions when tax time comes around.


  • There have long been concerns about the financial sustainability of the country’s two biggest social programs: Social Security and Medicare. In June, Medicare and Social Security released their annual reports outlining current and projected financial statuses. Jason Eliason discusses important details from the reports, and why you should not fret.



Legacy Press Summer Newsletter



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