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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...

15 Feb 2024 Credit Cards as Small Wins

Posted at 17:49h in The Friday Brief by Daniel Logan, CFP®

There are a lot of ways that small decisions can add up in your financial life to make a difference over the long haul. One of those small wins is optimizing the credit card that you use for day-to-day spending. A caveat at the beginning...

04 Jan 2024 Haste Makes Waste

Posted at 19:58h in The Friday Brief by Daniel Logan, CFP®

As the new year begins, many people quickly write down a few goals they want to achieve for the year. While this is a fun thing to do, this Brief isn’t strictly another of the many goals blogs you have likely been inundated with over...