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03 Jan 2020 Top 11 Financial To Do’s

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

Each year I’m given the privilege of speaking with several groups of recent college grads about personal finance. It’s no secret that even after 4 years of high school and several years of college (and perhaps beyond) most people enter the complex world of personal...

06 Dec 2019 On Charitable Giving

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

Believe it or not, the Holiday season is upon us. This is often a time of year when we reflect on the things for which we are thankful and spend time with friends and family. It’s also a time when many people do a large...

01 Nov 2019 7 Important Year-End Money Moves

Posted at 08:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

Halloween is in the books and Thanksgiving will be here before we know it. 2019 still has some important planning opportunities, and getting ahead of 2020 could pay huge dividends, too. With that in mind, here’s a quick list of seven things you might consider doing...

04 Oct 2019 How to Simplify College Planning

Posted at 08:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

Planning for your child’s (or grandchild's!) college education can be stressful and confusing. What schools should they consider? What criteria do schools look at in potential students? What kind of financial or merit-based aid should they expect? Are they more suited for one career over...