Beacon Wealthcare |

05 Oct 2018 Navigating the Challenges that come with Aging

Posted at 14:44h in The Friday Brief by Geoff Hall, CFP®, RICP®

https://youtu.be/EoR1ywvZhGA It's safe to assume that, short of an untimely end, we will all continue to age. And yet, as financial planners, our experience has shown us that most address the topic of aging in one of two ways: either by having a vague conversation about...

03 Aug 2018 The Piano Man

Posted at 14:36h in The Friday Brief by Geoff Hall, CFP®, RICP®

Good financial planning is the process of making smart financial decisions over and over again. With time, these smart decisions compound on each other and give you the freedom to do more of the things that are important you. Just for fun, here is a...

27 Apr 2018 A Very Important Purchase

Posted at 13:58h in The Friday Brief by Geoff Hall, CFP®, RICP®

[caption id="attachment_9482" align="alignleft" width="225"] Future Financial Advisor[/caption] My son Cooper and I love to go to Ace Hardware in Seaboard Station. Usually we go to get something for a house project but I’ll admit we occasionally go just for the free popcorn and to watch the...

20 Dec 2017 Beacon Flash – Tax Strategies Prior to 12.31.2017

Posted at 11:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

President Trump is expected to sign the new tax reform legislation into law later this week. With that in mind, here are a few important strategies that may be worth considering before the end of this year. Under the new tax bill there will be...