Beacon Wealthcare |

14 Oct 2024 Staying Financially Secure in an Age of Data Breaches

Posted at 13:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

Data security breaches are becoming increasingly common, and it’s always unsettling when your personal information is compromised. Whether you’ve recently been affected or simply want to stay ahead of potential threats, taking steps to protect your financial information is more important than ever. Here are...

11 Sep 2024 Investing During An Election Year

Posted at 15:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Late Monday afternoon, during a Beacon team meeting, I realized it was my turn to write the Friday Brief. Normally, I have a few ideas in mind, but this time, I had nothing. I admitted to Ryan, Ellen, Daniel, and Jared that I was stuck....

13 Aug 2024 Don’t Let Fear-Driven Headlines Control Your Financial Decisions

Posted at 16:57h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last Monday morning, while on vacation with my family, I fell into one of the oldest traps in financial media. Despite knowing better, I opened the CNBC app on my phone to "check in" on the stock market. The top headline screamed, "DOW PLUNGES MORE...

17 Jul 2024 A Different Kind Of Retirement Plan

Posted at 20:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

I recently read an article on the Psychology Today website titled "I Just Retired. Why Am I Unhappy?" by Katherine King, Psy.D. In her piece, Dr. King discusses how transitioning into retirement can be emotionally challenging due to factors such as boredom, loneliness, and unmet...