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…

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Posted: Aug 21 2015

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…

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Posted: Aug 14 2015
Tags: Children, Financial Legacy, Philanthropy, Wealth Transfer

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…

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Posted: Aug 7 2015
Tags: Kiva Zip, Micro Lending, Philanthropy

Book Review: The Power of Habit by Charles Duhigg

By: Kristina K. Bolhouse, CPA/PFS, CFP® This book piqued my curiosity from two avenues: First, as a financial advisor, I’ve been fascinated at the differences between spenders and savers and even more curious when I see a person actually able…

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Posted: Apr 17 2014