Form CRS/ADV & Disclosures. 
With tax season underway, we want to remind everyone to be vigilant regarding tax-related identity theft. Last year, it was a nationwide problem of individuals filing their taxes only to realize that someone had already used their Social Security…
If your house were destroyed in a fire, would you have documentation of everything you owned to submit to your property insurance for your claim? If not, here is a tip: Once a year, take a video of the inside…
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…
In our digital age, the amount of passwords we have to create and remember is dizzying. We are sure most of you are aware of the tips to create strong passwords to protect your online financial information. The problem to…
In addition to helping you reach your goals and grow your money, we also want to help you plan for emergencies and protect your family. Adequate insurance coverage is an important part of this protection, but proper planning at a…
If you are interested in charitable giving, check out Kiva Zip at http://zip.kiva.org. In March, 2013 President Bill Clinton was in Arkansas to announce the start of Kiva Zip, a project of Kiva.org to make direct 0% interest loans to…
By: Mary McCraw, CFP® A well-crafted estate plan can ensure that your wishes are carried out with minimal hassles for your heirs. People spend a lot of time and money putting an estate plan in place and often overlook an…
Kristina Bolhouse, CPA/PFS, CFP® After many years as an auditor, financial planner and tax preparer, I’ve witnessed firsthand the creative ways that fraud and identity theft occur. I have developed a healthy respect for “what can go wrong” with financial…
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…
As financial planners, we help clients with important decisions regarding wealth transfer – how to ensure that money is passed on to the next generation most efficiently. However, the financial values or financial legacy that is passed down to children…