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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...

24 Apr 2020 A Quick Update

Posted at 09:43h in The Friday Brief by Geoff Hall, CFP®, RICP®

We’re wrapping up an historic week for the US economy. On Monday, the unthinkable happened when oil prices dropped below $0 a barrel for the first time ever. On Thursday, the US Labor Department announced an additional 4.4 million first-time claims for unemployment, effectively wiping out...