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17 Jul 2024 A Different Kind Of Retirement Plan

Posted at 20:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

I recently read an article on the Psychology Today website titled "I Just Retired. Why Am I Unhappy?" by Katherine King, Psy.D. In her piece, Dr. King discusses how transitioning into retirement can be emotionally challenging due to factors such as boredom, loneliness, and unmet...

18 Jun 2024 Beacon Summer 2024 Reading List

Posted at 13:42h in The Friday Brief by Geoff Hall, CFP®, RICP®

Asking people about the books they're reading can spark some of the best conversations and reveal fascinating insights. Most people enjoy sharing their current reads and are happy to chat about them. With that in mind, we thought it would be fun to share some...

29 May 2024 $1M or a Penny That Doubles For 30 Days?

Posted at 13:48h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, my 10-year-old son, Cooper, asked me a thought-provoking question: would I rather have $1 million today or a penny that doubles every day for the next thirty days? Cooper already knew the right choice, he'd stumbled upon the question on a YouTube video,...

01 May 2024 Questions to Ask After You’ve Filed Your Tax Return

Posted at 16:40h in The Friday Brief by Geoff Hall, CFP®, RICP®

Filing your tax return can feel like a weight lifted off your shoulders. But before you breathe that sigh of relief, it's essential to take a moment to review your tax situation thoroughly. Asking yourself the right questions can help you gain insights into your...