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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...

26 Aug 2021 Marvs, Doggydoors, and Conveniences Worth Paying For

Posted at 15:17h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

One morning earlier this week I was outside with Olly waiting on him to do his, ahem, "business." I was running up against the time the kids and I leave for school. Nervous, I glanced down at my watch while thinking to myself, "There's got to...

19 Aug 2021 Parenting Rich Kids, and Other Confessions

Posted at 17:59h in The Friday Brief by Jared Korver, CPA, CFP®

I was not a rich kid, but my kids are rich kids, and that's kind of a weird place to be. My two boys went to the beach for a week twice this summer (and I did too...