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23 Sep 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...

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02 Sep 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...

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12 Aug 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...

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22 Jul Is It Time For a New Car?

Posted at 13:09h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's official: My car has become a real beater. The check engine light in my beloved Accord has been on for over a year. The engine revs too high when it idles and rattles rather loudly when I give it gas. Last month, the lining...

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