Category Archives: Behavioral Finance
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…
Forget a Garage Sale: This Trick is so Much Better
By: Kristina Bolhouse, CPA/PFS, CFP® With the heat of summer, sometimes it’s easier to clean inside than work outdoors. It’s tempting to say, “Someday we will have a garage sale” and stick old clothes and other items in a corner…
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… 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…
Kiva Zip- A New Way for Philanthropy
Ralph Broadwater, MD, CFP®, AIF® If you are interested in charitable giving, check out Kiva Zip at https://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…