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…

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Posted: Jun 19 2015
Tags: Credit Card Theft, Credit Report, Identity Theft, Targeted Identity Theft, Tax Return Fraud

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…

Kids & Money – Saving for College

By: Mary E. McCraw, CFP® Recently, I wrote about financially preparing for a new baby. While those early days of baby gear and diapers are certainly expensive, they pale in comparison to the looming cost of college. Here are some things to consider:…

Kids & Money – Allowance

By: Mary E. McCraw, CFP® Teaching basic financial concepts early can minimize common but costly financial mistakes kids often make when they leave home. Mistakes happen, but a mistake with a $200 clothing allowance is not nearly as devastating as…

Kids & Money – Preparing For Baby

By: Mary E. McCraw, CFP® I am in the phase of life where it seems like everyone I know is having babies. Organizing your financial life in the midst of showers and preparing for maternity leave can feel daunting. Yet,…

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Posted: Jun 18 2014
Tags: finance 101, Kids, risk management