It is a rare occurrence, but there are times when a 529 account is over funded. Jason Farris discusses your options on how to handle the excess cash.
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Legacy Press: Spring 2017
Legacy Press Spring edition provides insight to reverse mortgage, why financial literacy is important for your future, and tax-efficient ways to donate to charity.
Where Do Your Tax Dollars Go?
Now that Tax Day has come and gone, you might be wondering where all the dollars you just paid… Read more »
Are Income And Wealth Related?
A person’s wealth is defined by more than just income. There are 4 factors that influence the amount of wealth a person holds. Jason Eliason breaks it down.
Why You Need A Process For Guiding Decisions
We often see people making emotional financial decisions due to high stress situations. Chris Olsgard discusses why a planned out process will help guide your decisions.