Category Archives: Family Finances
Longevity Planning
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…
Identity Theft
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…
Simplify Your Digital Life with FileThis
By: Ralph Broadwater, MD, CFP®, AIF® I recently stumbled upon a very helpful service that has solved one of my most frustrating tasks living in the paperless, digital world. If you are like me, you have turned off most paper… 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…