Beacon Wealthcare |

13 May Simplify, simplify, simplify!

Posted at 15:34h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

On March 17, 2001, I left Springer Mountain, Georgia, with all my belongings stuffed into a backpack and one goal in mind: to thru-hike the Appalachian Trail. The A.T. is a footpath stretching from Georgia to Maine, covering nearly 2,200 miles with more than 464,000...

14 Apr Deposits That Really Matter

Posted at 16:30h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

When we hear the phrase bank account, most of us immediately think about money. Checking. Savings. Investments. The financial accounts that reflect our income, spending, and saving. But over the years, I’ve come to believe we’re all managing several other types of accounts, whether we...

03 Mar Markets Wobble. You Don’t Have To.

Posted at 20:31h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

Last year at this time, Crystal and I were preparing to take our kids to Europe for the first time. We chose Italy, in part, because both of our moms had always dreamed of going. We knew that if we didn't invite them, there was...

22 Jan What Tax Forms Should You Expect To Receive?

Posted at 15:10h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

The IRS has announced that the 2026 filing season, covering 2025 income, will officially open on Monday, January 29, 2026. We all dream of a world where filing taxes is effortless: simple rules, instant refunds, and no one ever saying “adjusted gross income.” While we’re...