Beacon Wealthcare |

18 Nov 2021 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...

21 Oct 2021 A Financial Planner Looks at Long-Term Care Costs

Posted at 19:02h in The Friday Brief by Geoff Hall, CFP®, RICP®

I bought my first home when I was 30 years old. It was at some point during the real estate closing process that I realized I was going to have to buy a refrigerator for my new digs. I was single at the time and...

23 Sep 2021 7 Important Year-End Money Moves

Posted at 16:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week on my walk into work, I noticed that some of my neighbors had already put out their Halloween decorations. I'm all for being prepared but mid-September seems a bit early to roll out the fake spider webs and half-buried skeletons. To each their...

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...