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03 Dec Lessons from Pappy Van Winkle

Posted at 19:51h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

There is no finer bourbon in the world than Pappy Van Winkle. A quick Google search for their 23-year-old Kentucky bourbon will bring up bottles for sale in excess of $4,500, or roughly $225 a shot. (Not that anyone takes shots. This is a sipping...

05 Nov Cheat Codes (up, up, down, down, left, right, left, right, B, A, Start)

Posted at 20:35h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

My parents didn't allow video games in the house until I was a teenager. Prior to that, the only way for me to get my fill was to head over to Jon Jackson's house to play the original Nintendo. We played Duck Hunt, all the...

15 Oct Four Considerations As You Choose Employee Benefits

Posted at 16:54h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Benefits season is nearly upon us! The time when employees across the country pick their health insurance and other benefits for the coming year. With this in mind, here are four considerations as you choose your benefits. Change How You Pay for Group Long-Term Disability Insurance? Disability...

25 Sep Taxes and Thinking Long-Term

Posted at 12:17h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks back I wrote an explainer of Joe Biden's tax proposal and received some questions about the following passage: "(Y)es, there are times where it’s beneficial to accelerate income." It's a counter-intuitive statement because most of the conversation around taxes is that you...