But, What Could Go Wrong?

by Rick Adkins, CFP® Ten Years Ago I received a call from Arkansas Business’ George Waldron. He had been “pitched” by brokers on the idea of borrowing out the equity in your home and investing it with them “to earn…

Longevity Planning

For the past twenty years, most financial planners have used Mortality Tables to help them compute the adequacy of asset levels for funding retirement income needs.  These tables were based on the actual life span of general population in the…

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…