Beacon Wealthcare |

09 Jan 2025 On Waiting

Posted at 19:34h in The Friday Brief by Daniel Logan, CFP®

Waiting has been on my mind a lot over the holiday season. There’s the waiting of children as they see their presents under the Christmas tree, but have to wait to see what’s inside. There’s seemingly waiting everywhere you go this time of year -...

20 Nov 2024 Join Us in Supporting Raleigh Rescue Mission

Posted at 14:43h in The Friday Brief by Daniel Logan, CFP®

It is somehow a week away from Thanksgiving and the end of the year is quickly approaching. It seems that time only gets quicker through the remaining weeks of the year. In light of that, we have recently written about smart year-end money moves, Medicare...

10 Oct 2024 Open Enrollment Checklist

Posted at 14:47h in The Friday Brief by Daniel Logan, CFP®

As Fall settles in, many people start to think about their favorite seasonal activities: visiting the State Fair, carving pumpkins, enjoying bonfires, or simply savoring the crisp air. For financial planners, this season also signals the approach of year-end tasks, like required minimum distributions (RMDs)...

28 Aug 2024 Mind the Investor Gap

Posted at 19:01h in The Friday Brief by Daniel Logan, CFP®

Jason Zweig of The Wall Street Journal is one of my favorite financial writers. Zweig recently wrote a piece that hit home for me: Messing Up the Closest Thing to a Sure Thing in the Stock Market. While the entire article could be quoted, I...