Beacon Wealthcare |

18 Jun 2024 Beacon Summer 2024 Reading List

Posted at 13:42h in The Friday Brief by Geoff Hall, CFP®, RICP®

Asking people about the books they're reading can spark some of the best conversations and reveal fascinating insights. Most people enjoy sharing their current reads and are happy to chat about them. With that in mind, we thought it would be fun to share some...

29 May 2024 $1M or a Penny That Doubles For 30 Days?

Posted at 13:48h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, my 10-year-old son, Cooper, asked me a thought-provoking question: would I rather have $1 million today or a penny that doubles every day for the next thirty days? Cooper already knew the right choice, he'd stumbled upon the question on a YouTube video,...

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...