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11 Jul 2024 The Importance of Beneficiary Designations

Posted at 17:45h in The Friday Brief by Daniel Logan, CFP®

A recent The Wall Street Journal article was shared in the Friday Brief email a few weeks back: His Ex Is Getting His $1 Million Retirement Account. They Broke Up in 1989. The article details how two people, Jeffrey Rolison and Margaret Sjostedt, dated for...

23 May 2024 The Allure of the Crowd

Posted at 17:58h in The Friday Brief by Daniel Logan, CFP®

I was recently able to vacation to Europe, where Megan and I had a great time in England and France. While in Paris, we went and checked out the Louvre as tourists are fond of doing. We meandered through the museum and eventually made our...

24 Apr 2024 The Joys of Travel

Posted at 16:30h in The Friday Brief by Daniel Logan, CFP®

As summertime is quickly approaching, many people are finalizing their trip plans for the upcoming summer season. Whether you are traveling across the country or to another continent, there are a few thoughts on travel that come to mind for me. I will begin with...

14 Mar 2024 Spring Cleaning Your Finances

Posted at 17:33h in The Friday Brief by Daniel Logan, CFP®

You are likely well aware already that Spring is coming - if it wasn't the recent time change that did it, it may have been the 70 degree days or pollen already in the air that tipped you off. The first official day of Spring...