Beacon Wealthcare |

30 Aug 2019 Kids and Money

Posted at 08:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

You probably aren’t surprised to hear that I’d like to raise my kids to be generous, kind, patient, thrifty and modest--in all areas, including their wealth. I hope they’ll be capable of making smart financial decisions and have a healthy relationship with money. ...

02 Aug 2019 Equifax and Capital One: How to Protect Yourself

Posted at 10:45h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, the consumer credit reporting agency, Equifax, settled with the US Federal Trade Commission over its 2017 data breach that affected over 147 million Americans. The settlement of up to $700 million includes as much as $425 million for individual settlements. On Monday, Capital...

05 Jul 2019 Enjoy Financial Freedom Before You Are Financially Independent

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of the major goals we often help clients plan for is financial independence. Imagine the freedom of knowing you do not have to work. You would be free to start the company you have always dreamed of, serve an organization you are...

07 Jun 2019 How Would You Rate Your Financial Well-Being?

Posted at 09:33h in The Friday Brief by Geoff Hall, CFP®, RICP®

What if I asked you to rate your financial well-being on a scale of 1 to 10 -- 1 being poor and 10 being excellent. How would you answer? Perhaps it would be helpful if we made an effort to first define financial...