Beacon Wealthcare |

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,...

30 Nov 2023 Help Us Support Raleigh Rescue Mission

Posted at 15:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's hard to believe but the Holidays are here and 2023 will soon draw to a close. The end of the year and the Holiday season is a time when many people do the majority of their charitable giving. Here at Beacon, we have the...

26 Oct 2023 7 Smart Year-End Money Moves

Posted at 16:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

I bet if I asked you for a list of things you're looking forward to during the upcoming Holiday season, tackling a list of personal finance items would not appear in your top 10. Or top 100 for that matter. That's why I like to...