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05 May 2017 Buying Happiness, Part 2: Money Is Time!

Posted at 11:03h in The Friday Brief by Geoff Hall, CFP®, RICP®

In the 1985 comedy film Brewster's Millions Monty Brewster (Richard Prior) discovers that his deceased great uncle, Rupert Horn, has left him his entire fortune but with several conditions. Brewster can either take $1 million up front, or spend $30 million within 30 days to...

08 Jul 2016 Enjoy Financial Freedom Before You Are Financially Independent

Posted at 12:43h in The Friday Brief by Geoff Hall, CFP®, RICP®

sunset-summer-golden-hour-paul-filitchkin

One of the major goals we often help clients plan for is financial independence. Imagine the freedom of knowing you do not have to work. You would be free to start the company you have always dreamed of, serve an organization you are passionate about regardless of pay or take an extended trip with your family or friends. Maybe you would worry less about money and the minutia of your daily finances.

29 Apr 2016 Which is Worth More Money, Your Home or Your 401(k)?

Posted at 10:43h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's an interesting question isn't it? Which is currently worth more money, your home or your 401(k)? It's sort of a trick question. Sort of. The point is, if you had to tell someone what your two largest financial assets were, there's a good chance you would list your home and your 401(k) in some order.

06 Nov 2015 New Budget Deal Affects Social Security Strategies

Posted at 09:26h in The Friday Brief by Geoff Hall, CFP®, RICP®

First the good news: the House and Senate passed a new budget deal last week that suspends the debt limit until 2017 and increases funding levels for a number of federal programs. President Obama signed the deal into law on Monday, avoiding a government debt default and reducing the risk of a government shutdown in December.