Beacon Wealthcare |

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...

20 Mar 2024 You Can’t Spend The Same Dollar Twice

Posted at 14:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

As a financial advisor, I often find myself having conversations about the delicate balance between current spending and saving for future financial goals. Recently, Crystal and I encountered this tension in our own lives when we considered using savings we had designated for a new...

07 Feb 2024 Tax Forms You Might Expect To Receive

Posted at 13:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Monday, January the 29th, marked the start of our nation’s tax season. That’s the date when the Internal Revenue Service began accepting and processing 2023 tax year returns. Very few people enjoy filing their taxes as it can be a difficult and complex process. Perhaps one...

11 Jan 2024 The Macronutrients of Happiness

Posted at 15:18h in The Friday Brief by Geoff Hall, CFP®, RICP®

Lately, I've been thinking, and writing, a lot about the possibility of making alternative investments in our "retirement portfolios." Not the kind of alternative investments that the Yale Endowment or ultra-high net worth family offices often make. Rather, investments in our health and our relationships,...