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21 Aug 2020 What Happens When You Retire “Early”

Posted at 07:00h in The Friday Brief by Jared Korver, CPA, CFP®

The idea of retirement, that you come to live a life of relative independence without working, is quite new in human history and even today is not a universal reality by any means. But in the US, in the year 2020, retirement is a reality—or...

13 Aug 2020 Speaking of Social Security

Posted at 16:26h in The Friday Brief by Geoff Hall, CFP®

In 1985, I was 13 years old. That year I earned $484 working at a local tennis club taking care of the clay tennis courts. My job involved sweeping the courts with a wide pull-behind broom, cleaning the line tape with a line broom and...

07 Aug 2020 A Summary of Mr. Biden’s Tax Plan

Posted at 09:59h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

With the Presidential Election just over two months away, I felt it would be helpful to review presumptive Democrat nominee for President Joe Biden’s tax proposal. This is by no means a partisan review and will be an objective summary of his current plan. President...

31 Jul 2020 How Has The Coronavirus Shaped Your Priorities?

Posted at 07:00h in The Friday Brief by Jared Korver, CPA, CFP®

Almost none of us will get through this unscathed. There is a sense in which we are all dealing with a collective trauma—from the emotional toll of being cut off from friends and family to the horror of experiencing the death-dealing of the virus firsthand,...