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06 May A Key Trait for Financial Success

Posted at 14:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, I was listening to a podcast featuring one of my favorite financial writers, Morgan Housel, when he shared a moment that stuck with me. He recalled asking Daniel Kahneman—the renowned psychologist and co-recipient of the Nobel Prize in Economics—what trait matters most for...

18 Mar Protecting Your Well-Being in Unsettling Times

Posted at 17:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

Six years ago, in a Friday Brief, I asked you to rate your financial well-being. I also shared my own definition of what that meant, which at the time looked something like this: Freedom from worry. The ability to spend as much time as I’d like with...

13 Feb Rethinking Wealth: Lessons from Die With Zero

Posted at 13:16h in The Friday Brief by Geoff Hall, CFP®, RICP®

Managing money often means juggling competing priorities—giving generously, saving for retirement, helping our kids with college, paying down the mortgage—all while trying to create meaningful experiences along the way. My wife, Crystal, and I strive to be intentional about where our money goes, but it’s...

16 Jan 2024 Tax Forms You Might Expect To Receive

Posted at 15:36h in The Friday Brief by Geoff Hall, CFP®, RICP®

Tax season is upon us once again! The Internal Revenue Service recently announced that the 2024 tax filing season will officially begin on Monday, January 27, with returns due on April 15. On that Monday, the IRS will start accepting 2024 tax returns, marking the...