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25 Jul 2024 Own Goals Are Easy To Score

Posted at 14:11h in The Friday Brief by Jared Korver, CPA, CFP®

If you have ever seen six-year olds playing soccer, then you will have seen the inevitable instance of one kid (and therefore a whole pack of kids) who forgot or possibly never knew which goal they were supposed to be scoring on. But even at the...

17 Jul 2024 A Different Kind Of Retirement Plan

Posted at 20:21h in The Friday Brief by Geoff Hall, CFP®

I recently read an article on the Psychology Today website titled "I Just Retired. Why Am I Unhappy?" by Katherine King, Psy.D. In her piece, Dr. King discusses how transitioning into retirement can be emotionally challenging due to factors such as boredom, loneliness, and unmet...

11 Jul 2024 The Importance of Beneficiary Designations

Posted at 17:45h in The Friday Brief by Daniel Logan, CFP®

A recent The Wall Street Journal article was shared in the Friday Brief email a few weeks back: His Ex Is Getting His $1 Million Retirement Account. They Broke Up in 1989. The article details how two people, Jeffrey Rolison and Margaret Sjostedt, dated for...

27 Jun 2024 What Is Cash For?

Posted at 14:50h in The Friday Brief by Jared Korver, CPA, CFP®

Repeat after me: Cash. Is Not. An Investment. In this moment, when you can get a risk-free 5% while inflation sits around 3% (and when for more than a decade you got maybe 1% when inflation was often sub-2%), cash may feel like investment, but it is...