Spring Cleaning for Your Finances
The arrival of spring is not only a perfect time to deep clean your house, it is also a great time to organize and de-clutter your financial papers.
Rule of 28 is dead
Our guest blogger, Sarah Catherine Gutierrez, CFP®, has her master’s in public policy from the Harvard Kennedy School and is founder and partner of Aptus Financial in Little Rock. Think smaller on affordability We officially declare that as of April…
Bigger Paychecks in 2018?
Use this calculator to verify your withholding so there are no April surprises!
The Intersection of Frugal and Green
Being a good conservationist can lead to more "green" in your pocket.
But, What Could Go Wrong?
When evaluating an important financial decision, remember “But, what could go wrong?”
For the past twenty years, most financial planners have used Mortality Tables to help them compute the adequacy of asset levels for funding retirement income needs. These tables were based on the actual life span of general population in the…
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…
Identity Theft Part II
Kristina Bolhouse, CPA/PFS, CFP® After many years as an auditor, financial planner and tax preparer, I’ve witnessed firsthand the creative ways that fraud and identity theft occur. I have developed a healthy respect for “what can go wrong” with financial…
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…
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…