COVID-19: Light at the End of the Tunnel

While a few spots will remain locked down, the majority of the U.S. will be reopening for business with restrictions.

But, What Could Go Wrong?

When evaluating an important financial decision, remember “But, what could go wrong?”

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Posted: Jun 19 2017

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…

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Posted: Sep 11 2015
Tags: Deductions, Donating, Federal Tax Return, Goodwill

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

It’s Not Too Late to Refinance

By: Mary McCraw, CFP® With mortgage rates at historic lows, we have received many questions from clients about refinancing. To evaluate if refinancing makes sense, you need to know both the upfront costs involved in the loan and the rate…