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.

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Posted: May 2 2018

Retirement: Suggestions for Sharpening Your Saw

The classic Stephen Covey "sharpen your saw" habit encourages a lifelong commitment to self-renewal. Retirement is no time to stop!

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Posted: Apr 25 2018

The Intersection of Frugal and Green

Being a good conservationist can lead to more "green" in your pocket.

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Posted: Mar 16 2018

Our Love/Hate Relationship with Long Term Care Insurance

Our Love/Hate Relationship with Long Term Care Insurance Kristina Bolhouse, CPA/PFS, CFP® Long term care (LTC) insurance started appearing in the marketplace in the late 1970s/early 1980s. At the time, we loved the fact this product was available, even though the…

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Posted: Aug 28 2015
Tags: assisted living, Long Term Care Insurance

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

Take Time to Learn Your Critical Numbers

By: Ralph Broadwater, MD, CFP®, AIF® We all want to know that we have organized our financial life as well as possible so we can accomplish our goals. One of the best ways to make sure that you are “on…

The Value of Scenario Planning

By: Ralph Broadwater, MD, CFP®, AIF® In addition to investing to reach your goals, it is important to plan for emergencies and protect your family. Adequate insurance coverage is an important part of this protection, but proper planning is equally…

The Ripple Effect—The Side of 401ks, 403bs and IRAs No One Talks About

By: Kristina K. Bolhouse, CPA/PFS, CFP® I often hear financial authors and radio personalities talk about all of the virtues of putting money into tax deferred accounts. The impact sounds so promising, and even CPAs sometimes get confused by the…

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Posted: Aug 7 2013

Financial Aggregators

By: Ralph Broadwater, MD, CFP®, AIF® Financial aggregators can be an excellent tool to help you follow your finances, investments, and track spending patterns. These web-based programs allow you to automatically capture all of your financial accounts and transactions in…

Phishing, Fraud, and Security Issues

By: Kristina K. Bolhouse, CPA/PFS, CFP® Recently, we had several clients call concerned they had fallen victim to phishing schemes, or had otherwise compromised key personal information. These were what appeared to be legitimate financial institutions requesting verification of information.…

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Posted: Mar 21 2013