Legacy Press – Spring 2016 Edition

  What is in the Legacy Press: Why completing your estate plan is a must How to avoid anxiety and… Read more »

Legacy Press Winter 2016

Read our Legacy Press Winter edition for financial planning articles.

Legacy Press Newsletter Fall 2015

Our Legacy Press fall newsletter provides insight to why you should prepay your funeral, difference between DAFs & Private Foundations & our 2015 Odysseus winner.

Legacy Press Spring 2015

Our quarterly Legacy Press spring newsletter provides insight on how to make a Roth contribution, ROI vs Return on Life & our next Make a Difference event.

Legacy Press Winter 2014

Waller Financial’s Legacy Press provides investment advice and updated news in our offices.