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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...

08 Dec 2017 “Free” Money!

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

The Holiday Season is here and when it comes deciding what gifts we’d like to give our friends and family most of us are somewhere on the spectrum between vaguely conceptualizing that it may be about time to start shopping and picking up a few...

01 Dec 2017 7 Year-End $ Moves Worth Considering

Posted at 13:38h in The Friday Brief by Geoff Hall, CFP®, RICP®

Maybe, just maybe, in this brief period between Thanksgiving and Christmas, you've got a few moments to think about and act on your finances. It's a great opportunity to do so, as you still have a little bit of time to get some important things...