Identity Theft

Identity Theft

By:  Kristina Bolhouse CFP® The term “identity theft” is now part of our lexicon.  But what does it mean exactly?  Since it covers a wide spectrum of activities, the term has become rather confusing.  Identity Theft is simply defined as the…

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What is Rich?

There has been debate for years in the financial planning community (and political circles) about the level of assets that makes a person “rich.”  Is it $1 million dollars in Net Worth?  …$10 million?  …$100 million? Over the years, we…

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View From the Trenches

By:  Kristina Bolhouse, CPA/PFS, CFP® Like the impact of a new drug or medical treatment, we are now seeing firsthand the benefits of good estate planning as well as the implications of the new estate tax law changes that went…