Beacon Wealthcare

22 Jan 2026 What Tax Forms Should You Expect To Receive?

Posted at 15:10h in The Friday Brief by Geoff Hall, CFP®, RICP®

The IRS has announced that the 2026 filing season, covering 2025 income, will officially open on Monday, January 29, 2026. We all dream of a world where filing taxes is effortless: simple rules, instant refunds, and no one ever saying “adjusted gross income.” While we’re...

15 Jan 2026 A Look Back at 2025

Posted at 17:37h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

At the start of the year, I like writing about what took place in the preceding 12 months because it's a helpful reminder of the ground we covered, and there's always a lesson or two that can be applied going forward. Most important, and this...

08 Jan 2026 The Best Thing I Bought In 2025

Posted at 13:51h in The Friday Brief by Jared Korver, CPA, CFP®

Here's a simple exercise for you to try annually: Look back at the prior year and do an honest inventory of what you purchased, asking one simple question: Of all the things I spent my money on, what ended up being the thing or experience...

18 Dec 2025 A Note of Gratitude

Posted at 13:44h in The Friday Brief by Ellen Martin

As we wrap up 2025 and head into its final weeks filled with merriment, loved ones (those near, far, and those forever missed), and good food, I want to take the opportunity to say how deeply thankful we are for you. Thank you for trusting us...

09 Dec 2025 Wise Choices Still Matter in Frothy Markets

Posted at 21:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

In the world of investing, just as in life, you can make a careful, well-reasoned decision and still end up with an outcome that leaves you disappointed. And the reverse is true as well. Every now and then, a rushed or thinly supported choice can...

04 Dec 2025 ‘Tis the Season to Be Patient

Posted at 15:54h in The Friday Brief by Daniel Logan, CFP®

With Thanksgiving now in the rear window, we are firmly in the Christmas season. This time of year is associated with a range of emotions, from pure joy and excitement to stress and busyness. One thing that’s impossible to miss are the invitations to spend...

19 Nov 2025 Supporting Raleigh Rescue Mission

Posted at 18:22h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Driving the kids to school a few days ago, Jack said, "Dad, can you believe we're already halfway through November?" I responded by pointing out that school started three months ago, and neither of us could believe it. The old saying that "the days are...

13 Nov 2025 Let Your Portfolio Cook, And Other Thoughts

Posted at 15:31h in The Friday Brief by Jared Korver, CPA, CFP®

The job of an NBA General Manager is to construct the best roster of basketball players available given the money constraints of the team owner. Once the roster is there, you let them cook, as the kids say. They have to play the game, and...

06 Nov 2025 Advice from The Beanie Baby Handbook

Posted at 19:10h in The Friday Brief by Ellen Martin

On a recent trip to my parents’ house, I found The Beanie Baby Handbook – 1998 Edition, available exclusively through Scholastic school markets. This unofficial guide packs in collector tips, trivia, and a directory of the current and retired collections. Like any good investment prospectus, this...

27 Oct 2025 7 Smart (and Slightly Spooky) Year-End Money Moves

Posted at 17:46h in The Friday Brief by Geoff Hall, CFP®, RICP®

Before 2025 slips into the shadows, take a few minutes to shine a flashlight on your finances. These spooky yet sensible money moves can help you wrap up the year wisely and prepare for what lurks around the corner in 2026. 1. Exorcise Unchecked Contributions in...

Blog