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15 Aug 2014 It’s That Time of Year Again

Posted at 14:30h in The Friday Brief by Geoff Hall, CFP®

It's that time of year again--kids are going back to school, last trips to the beach are being taken, and mornings here and there are beginning to feel a tinge of crisp coolness (at least in Raleigh). Fall is coming. And with it comes an increase in planning. With the kids going back to school, conversations may begin (or restart) about taking them out of the public school system, or putting them back in. Perhaps college is around the corner and there are worries about paying for it. We start thinking about holidays and whether or not we'll travel, and if so, for how long and with whom? We brace for the increased busyness at work, some of us with an excitement and eagerness, and others of us with dread. The former start to question if they'll ever want to retire, and the latter wonder how soon they can.

06 Aug 2014 Should You Rollover Your Pension into an IRA?

Posted at 10:07h in The Friday Brief by Geoff Hall, CFP®

We all want to make smart choices. Whether the choice is Honda vs. Toyota, who we marry, or where we send our children to school, we spend time and energy making the wisest decisions we can.

01 Aug 2014 The Coming Correction

Posted at 12:44h in The Friday Brief by Sam Bass Jr.

For the past several months the subject of an impending market correction has moved to the fore of media attention and investor concern. With yesterday's stock market pull-back, more have joined the discussion.

25 Jul 2014 Why We Hate Budgets

Posted at 11:05h in The Friday Brief by Sam Bass Jr.

Few terms evoke greater discomfort than the word budget. Our defenses go up immediately at its mere suggestion. We confess we should budget, or we admit our fear of what budgets reveal of our spending choices and amounts, or we just don't want to face the guilt they invariably cause. Sound familiar?