Category Archives: Family Finances
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…
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…
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…