Beacon Wealthcare |

26 Oct 2023 7 Smart Year-End Money Moves

Posted at 16:29h in The Friday Brief by Geoff Hall, CFP®

I bet if I asked you for a list of things you're looking forward to during the upcoming Holiday season, tackling a list of personal finance items would not appear in your top 10. Or top 100 for that matter. That's why I like to...

20 Sep 2023 How Do You Envision Your Retirement Years?

Posted at 19:50h in The Friday Brief by Geoff Hall, CFP®

Several years ago, I stopped asking my clients when they wanted to retire. I came to the realization that it was a difficult question to answer. One of the things that initially tipped me off were the responses I would receive. In terms of frequency,...

16 Aug 2023 Three Investments That Should Pay Significant Dividends.

Posted at 17:05h in The Friday Brief by Geoff Hall, CFP®

Recently, I made three different investments that I'm confident will pay significant dividends in the future. Normally, people in my profession should avoid making such statements, but I think I'm in the clear in this case. A couple weeks ago, I wrote about the importance...

20 Jul 2023 Alternative Investments

Posted at 13:51h in The Friday Brief by Geoff Hall, CFP®

Ask any group of financial advisors for their recommendations on how to invest for retirement and you're sure to get a wide variety of answers. That's not surprising given the multitude of different investment options, philosophies and strategies that exist today, and the fervor with...