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15 Oct 2020 Four Considerations As You Choose Employee Benefits

Posted at 16:54h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Benefits season is nearly upon us! The time when employees across the country pick their health insurance and other benefits for the coming year. With this in mind, here are four considerations as you choose your benefits. Change How You Pay for Group Long-Term Disability Insurance? Disability...

09 Oct 2020 The Psychology of Money

Posted at 00:55h in The Friday Brief by Jared Korver, CPA, CFP®

"Doing well with money has a little to do with how smart you are and a lot to do with how you behave. And behavior is hard to teach, even to really smart people." That's the premise of Morgan Housel's new book, The Psychology of Money,...

01 Oct 2020 Election Day Jitters

Posted at 14:05h in The Friday Brief by Geoff Hall, CFP®, RICP®

'Tis the season for political ads, campaign yard signs and presidential debates. I knew the 2020 presidential election was nearing but for some reason, probably Tuesday’s debate, I just realized how close it actually is. As of the posting of this brief, Election Day is...

25 Sep 2020 Taxes and Thinking Long-Term

Posted at 12:17h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks back I wrote an explainer of Joe Biden's tax proposal and received some questions about the following passage: "(Y)es, there are times where it’s beneficial to accelerate income." It's a counter-intuitive statement because most of the conversation around taxes is that you...