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23 Sep 2021 7 Important Year-End Money Moves

Posted at 16:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week on my walk into work, I noticed that some of my neighbors had already put out their Halloween decorations. I'm all for being prepared but mid-September seems a bit early to roll out the fake spider webs and half-buried skeletons. To each their...

16 Sep 2021 The 411 on President Biden’s “American Families Plan”

Posted at 16:16h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A little over a year ago I wrote a Brief about the tax plan Joe Biden was proposing during his campaign to be the Democrat nominee for President. Here we are, 13 short month later, and the White House has unveiled their new "American Families...

09 Sep 2021 Can You DIY Your Finances?

Posted at 14:39h in The Friday Brief by Jared Korver, CPA, CFP®

On Tuesday at lunch time, I walked into a store in North Hills called Bonobos (or, per their own signage, BONOBOS). Now, this BONOBOS place is ostensibly a store for men, a place you could purchase, for example, a white dress shirt. The mistaken notion...

02 Sep 2021 The Hall Family Spending Hack

Posted at 16:28h in The Friday Brief by Geoff Hall, CFP®, RICP®

I've been a financial advisor for many years. In fact, it's the only job I've had since graduating from college with a degree in finance in 1995. However, prior to that I wore many hats. During my teenage and college years I worked as a...