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21 Oct 2021 A Financial Planner Looks at Long-Term Care Costs

Posted at 19:02h in The Friday Brief by Geoff Hall, CFP®, RICP®

I bought my first home when I was 30 years old. It was at some point during the real estate closing process that I realized I was going to have to buy a refrigerator for my new digs. I was single at the time and...

23 Sep 2021 7 Important Year-End Money Moves

Posted at 16:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week on my walk into work, I noticed that some of my neighbors had already put out their Halloween decorations. I'm all for being prepared but mid-September seems a bit early to roll out the fake spider webs and half-buried skeletons. To each their...

02 Sep 2021 The Hall Family Spending Hack

Posted at 16:28h in The Friday Brief by Geoff Hall, CFP®, RICP®

I've been a financial advisor for many years. In fact, it's the only job I've had since graduating from college with a degree in finance in 1995. However, prior to that I wore many hats. During my teenage and college years I worked as a...

12 Aug 2021 Rule #25: The Bike On Top Of Your Car Should Be Worth More Than The Car

Posted at 11:59h in The Friday Brief by Geoff Hall, CFP®, RICP®

My good friend, Sallie, is passionate about cycling. She's already ridden her bike 1,977 miles this year and she'll probably ride over 2,000 more before we ring in the new year. A few weeks ago, I went for a ride with her on the Durham...