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03 Mar Markets Wobble. You Don’t Have To.

Posted at 20:31h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last year at this time, Crystal and I were preparing to take our kids to Europe for the first time. We chose Italy, in part, because both of our moms had always dreamed of going. We knew that if we didn't invite them, there was...

22 Jan What Tax Forms Should You Expect To Receive?

Posted at 15:10h in The Friday Brief by Geoff Hall, CFP®, RICP®

The IRS has announced that the 2026 filing season, covering 2025 income, will officially open on Monday, January 29, 2026. We all dream of a world where filing taxes is effortless: simple rules, instant refunds, and no one ever saying “adjusted gross income.” While we’re...

09 Dec Wise Choices Still Matter in Frothy Markets

Posted at 21:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

In the world of investing, just as in life, you can make a careful, well-reasoned decision and still end up with an outcome that leaves you disappointed. And the reverse is true as well. Every now and then, a rushed or thinly supported choice can...

27 Oct 7 Smart (and Slightly Spooky) Year-End Money Moves

Posted at 17:46h in The Friday Brief by Geoff Hall, CFP®, RICP®

Before 2025 slips into the shadows, take a few minutes to shine a flashlight on your finances. These spooky yet sensible money moves can help you wrap up the year wisely and prepare for what lurks around the corner in 2026. 1. Exorcise Unchecked Contributions in...