Beacon Wealthcare |

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...

23 Oct 2025 “I bought Intel at $6”

Posted at 14:38h in The Friday Brief by Daniel Logan, CFP®

In light of the fall season, Megan and I recently watched Nora Ephron's 1998 classic romcom You've Got Mail, starring Tom Hanks and Meg Ryan. While this is one of Megan's favorite fall related movies, it was the first time I had watched it! I enjoyed...

17 Sep 2025 Money Lessons in Film

Posted at 16:15h in The Friday Brief by Daniel Logan, CFP®

In the past, Beacon has had fun hosting a movie night at The Rialto Theater, conveniently located across the street from the Beacon house. Recently we have watched Back to the Future and Ferris Bueller's Day Off. After a brief hiatus due to theater renovations,...

13 Aug 2025 What Will You Spend in Retirement?

Posted at 18:02h in The Friday Brief by Daniel Logan, CFP®

One of the most important pieces of a long-term financial plan, and often the hardest to predict, is what someone's spending will look like in retirement. It seems relatively simple - just take what you are spending now and inflate it over time. Collective experience...