Beacon Wealthcare |

30 Nov 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 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...

20 Sep How Do You Envision Your Retirement Years?

Posted at 19:50h in The Friday Brief by Geoff Hall, CFP®, RICP®

Several years ago, I stopped asking my clients when they wanted to retire. I came to the realization that it was a difficult question to answer. One of the things that initially tipped me off were the responses I would receive. In terms of frequency,...

16 Aug Three Investments That Should Pay Significant Dividends.

Posted at 17:05h in The Friday Brief by Geoff Hall, CFP®, RICP®

Recently, I made three different investments that I'm confident will pay significant dividends in the future. Normally, people in my profession should avoid making such statements, but I think I'm in the clear in this case. A couple weeks ago, I wrote about the importance...