Beacon Wealthcare |

20 Sep 2023 How Do You Envision Your Retirement Years?

Posted at 19:50h in The Friday Brief by Geoff Hall, CFP®

Several years ago, I stopped asking my clients when they wanted to retire. I came to the realization that it was a difficult question to answer. One of the things that initially tipped me off were the responses I would receive. In terms of frequency,...

16 Aug 2023 Three Investments That Should Pay Significant Dividends.

Posted at 17:05h in The Friday Brief by Geoff Hall, CFP®

Recently, I made three different investments that I'm confident will pay significant dividends in the future. Normally, people in my profession should avoid making such statements, but I think I'm in the clear in this case. A couple weeks ago, I wrote about the importance...

20 Jul 2023 Alternative Investments

Posted at 13:51h in The Friday Brief by Geoff Hall, CFP®

Ask any group of financial advisors for their recommendations on how to invest for retirement and you're sure to get a wide variety of answers. That's not surprising given the multitude of different investment options, philosophies and strategies that exist today, and the fervor with...

15 Jun 2023 Beacon Summer Reading List

Posted at 15:51h in The Friday Brief by Geoff Hall, CFP®

The summer season is finally here, and for many that presents an opportunity to slow down. If you’re like us at Beacon, you might plan to use some of your extra downtime reading a good book. We all have a long list of books that...