Beacon Wealthcare |

03 Feb What Tax Forms Should You Expect To Receive?

Posted at 14:40h in The Friday Brief by Geoff Hall, CFP®, RICP®

Like it or not, on Monday, January the 24th, the Internal Revenue Service announced the start of our nation's tax season. That's the date when the IRS began accepting and processing 2021 tax year returns. Of all the seasons we could pick from--the holiday season,...

06 Jan The Best Is Yet To Come…

Posted at 14:55h in The Friday Brief by Geoff Hall, CFP®, RICP®

...but the worst could be right around the corner. 2021 was a pretty remarkable year for the stock market. Due in part to a stronger than expected economic recovery, the S&P 500 finished the year up 28.7% including dividends. That marked its third straight year of...

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...

21 Oct 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...