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

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

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?

18 Jul 2014 Should Young Couples Buy or Rent Their First Home?

Posted at 13:58h in Blogs, The Friday Brief by Sam Bass Jr.

During lunch yesterday my son Sam, who is getting married soon, asked if it would better for the new couple to rent or buy their first home? He had given considerable thought to the subject in recent months. As a renter since college, he felt...