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17 Jul 2025 What If You Don’t Know When You Want to Retire?

Posted at 16:24h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of the lessons I’ve learned—and keep learning—as a financial advisor is the importance of asking good questions. But in my early days, I asked a lot of mediocre ones. High on the list was this classic: “When do you want to retire?” I asked it...

10 Jul 2025 Tax Free Social Security? Not Exactly.

Posted at 17:33h in The Friday Brief by Daniel Logan, CFP®

As you have likely seen by now, the new tax bill (commonly called The One Big Beautiful Bill) has passed both chambers of Congress and been signed into law by the President. Ryan has previously touched on the draft bill here and here. A few items...

26 Jun 2025 How “Trump Accounts” Might Work, And Are They Any Good?

Posted at 13:01h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks ago, I wrote about the G.O.P. tax bill that had recently cleared the House. It contained a provision scheduled to go into effect in 2026 that would create what are called "Trump Accounts" (The House bill called them "MAGA Accounts," but the...

19 Jun 2025 Make Sports Betting Fringe Again

Posted at 12:48h in The Friday Brief by Jared Korver, CPA, CFP®

Last summer I sort of obliquely touched on my hatred of online sports betting, but as the problem has only gotten worse and I have only gotten more disturbed by it, here is a more direct attempt: The meteoric rise of FanDuel and DraftKings is...