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…

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…