Tip For The Week
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…
We want you to know
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…
Best Practices for Passwords
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…
The Value of Scenario Planning
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…
Kiva Zip- A New Way for Philanthropy
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…
The Importance of Beneficiary Designations
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…
Identity Theft Part II
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…
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…
Passing on a Legacy to Children
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…
Simplify Your Digital Life with FileThis
By: Ralph Broadwater, MD, CFP®, AIF® I recently stumbled upon a very helpful service that has solved one of my most frustrating tasks living in the paperless, digital world. If you are like me, you have turned off most paper…