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21 Apr 2022 The Four Pillars of Quality Leisure

Posted at 18:54h in The Friday Brief by Jared Korver, CPA, CFP®

"People Who Hate Retirement—and What the Rest of Us Can Learn From Them." That was the title of an article from Monday's print edition of the Wall Street Journal—a title so click-baity that I actually tried to click the physical paper as I held it in...

07 Apr 2022 SECURE Act Clarifications, and a Secure Act 2.0?

Posted at 17:36h in The Friday Brief by Ellen Martin

Legislation nicknamed the “Secure Act 2.0” made its way through the House of Representatives last week and was sent to the Senate, where it also has bipartisan support. This bill originally was introduced back in October 2020, so it’s been around for a while on...

31 Mar 2022 Is Your Cash Covered?

Posted at 14:01h in The Friday Brief by Geoff Hall, CFP®, RICP®

Today's Friday Brief may not apply to everyone who reads it at this exact moment in time. In fact, it may be that it's not applicable to some people who choose to read it at any point during their lifetime. After all, $250,000 sure sounds...

24 Mar 2022 This Correction Was Entirely Normal

Posted at 12:32h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Earlier this year, the S&P 500 experienced a "correction," defined as a drop of 10% or more from a previous high. It has rebounded slightly since then, but at its worst was down roughly 13%. In fact, the high point of the last 12 months...