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23 Jul 2020 What if a Giant Asteroid Landed on My House?

Posted at 21:19h in The Friday Brief by Geoff Hall, CFP®, RICP®

I had a great conversation with my property and casualty insurance agent last week. He called to see if anything had changed in my life that might warrant an adjustment to my home and auto insurance coverage. I didn’t recognize his number at first but...

03 Jul 2020 Good News from the IRS

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

There’s been a lot going on in the world of retirement planning this year, especially when it comes to required minimum distributions (RMDs.) The passage of the CARES Act on March 27th meant that anyone normally required to take a distribution from their IRA, 401(k),...

12 Jun 2020 A Proclivity For Panic or a Propensity For Patience

Posted at 12:06h in The Friday Brief by Geoff Hall, CFP®, RICP®

It’s hard to believe that the stock market, as measured by the S&P 500 at the end of the trading day on Thursday, was "only" down 6.23% year-to-date in 2020. This after it fell 30% in just 22 trading days - the fastest 30% decline...

22 May 2020 4 Things That Will Dramatically Simplify Your Finances (and Your Life)

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

"Our life is frittered away by detail...