Category Archives: Behavioral Finance
My Pandemic Silver Lining
While this has been a tough time for all of us, even during the pandemic, people have found the silver lining of family Zoom gatherings.
The Science of Happiness
Last fall, Rick and I had the opportunity to attend a conference hosted by eMoney (our financial planning software company). I expected excellent technical training and information; I did not expect the keynote speakers’ focus on human psychology. I came…
Are you better than before?
Habits are a fascinating subject and the topic of a book called Better Than Before. This may be a good time to think about our habits and how to change them.
Futurism Part V: The Promise of P3 Medicine and Biohacking to Enhance Longevity
Medical care has changed to focus more on exercise and fitness to keep us healthy.
Kiva Zip- A New Way for Philanthropy
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 0% interest loans to…
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…