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28 Aug 2020 Four Reasons to Consider a Trust No Matter Your Net Worth

Posted at 10:34h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

In the context of estate planning (Will, Power of Attorney, etc.) what do you think of when you hear the word “trust”? For many, the word conjures thoughts of the super rich, “trust fund babies,” complex legal structures, maybe even tax avoidance. That’s exactly how I...

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®, RICP®

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...