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16 Jan 2025 2024 Tax Forms You Might Expect To Receive

Posted at 15:36h in The Friday Brief by Geoff Hall, CFP®, RICP®

Tax season is upon us once again! The Internal Revenue Service recently announced that the 2024 tax filing season will officially begin on Monday, January 27, with returns due on April 15. On that Monday, the IRS will start accepting 2024 tax returns, marking the...

13 Nov 2024 7 Smart Year-End Money Moves

Posted at 17:19h in The Friday Brief by Geoff Hall, CFP®, RICP®

When I realized I was writing this week’s Friday Brief, I was tempted to rewrite the song "12 Days of Christmas" with a financial planning twist. But then I remembered that there are only a few weeks left in 2024, and decided it would probably...

14 Oct 2024 Staying Financially Secure in an Age of Data Breaches

Posted at 13:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

Data security breaches are becoming increasingly common, and it’s always unsettling when your personal information is compromised. Whether you’ve recently been affected or simply want to stay ahead of potential threats, taking steps to protect your financial information is more important than ever. Here are...

11 Sep 2024 Investing During An Election Year

Posted at 15:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Late Monday afternoon, during a Beacon team meeting, I realized it was my turn to write the Friday Brief. Normally, I have a few ideas in mind, but this time, I had nothing. I admitted to Ryan, Ellen, Daniel, and Jared that I was stuck....