We celebrated Charlie Kerwood’s 25th work anniversary; Q&A with Charlie on what has changed at Waller Financial, as well as a few of his favorite memories.
Posts Tagged: Waller Financial
Playing defense is not particularly exciting, nor will it get you to retirement. The benefit of a strong defensive strategy is playing good offense when opportunities arise.
A 529 plan is a college savings plan that allows for tax-deferred growth and tax-free distributions when used for post secondary education.
Waller Financial’s advisor, Jason Farris, earns Chartered Advisor in Philanthropy designation.
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.