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18 Nov Let’s Talk About Charitable Giving

Posted at 16:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

The Holidays are upon us. This is often the time of year when we reflect on the things for which we are thankful and spend time with friends and family. It’s also a time when many of us make most of our charitable donations. That's...

11 Nov There Are Two Kinds of Squirrels In This World…

Posted at 16:51h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

When you have a puppy that requires long walks 2-3 times a day, you notice a lot of things about your neighborhood you otherwise wouldn’t. For starters, there are a lot of dogs in my neighborhood, and more people have heat pumps than I would...

04 Nov Keep Your Old Car Or Buy The Tesla?

Posted at 18:08h in The Friday Brief by Jared Korver, CPA, CFP®

Earlier this week a close friend of mine sent me a video, entitled "Is Keeping Your Old Car Better For The Environment?" It's a solid analysis of an interesting problem, considering whether it is better—purely from an environmental standpoint—to keep your current car, purchase a...

28 Oct The Impact of the “Great Resignation” on Family Finances

Posted at 18:13h in The Friday Brief by Ellen Martin

You may have seen articles referencing the “Great Resignation,” a term coined by Anthony Klotz, a psychologist and professor at Texas A&M, referring to several months this year having record-smashing resignations, according to data from the Bureau of Labor Statistics. The uptick in resignations may...