Beacon Wealthcare |

10 Jul 2025 Tax Free Social Security? Not Exactly.

Posted at 17:33h in The Friday Brief by Daniel Logan, CFP®

As you have likely seen by now, the new tax bill (commonly called The One Big Beautiful Bill) has passed both chambers of Congress and been signed into law by the President. Ryan has previously touched on the draft bill here and here. A few items...

29 May 2025 It Takes a Scammer

Posted at 17:26h in The Friday Brief by Daniel Logan, CFP®

There was an early 2000s TV show on Discovery Channel called It Takes a Thief - the premise being that two former thieves show homeowners how easy it is to break into homes by literally breaking into their homes while they watch. Surprisingly, this reality show concept...

24 Apr 2025 Needs vs. Wants: The Tariff Tango

Posted at 14:00h in The Friday Brief by Daniel Logan, CFP®

We recently had a conversation in the Beacon office that I imagine many people around the country are having: are there any purchases that you may speed up to avoid higher prices from tariffs? The general consensus was that no one was rushing to make...

13 Mar 2025 The Next Best Decision

Posted at 15:27h in The Friday Brief by Daniel Logan, CFP®

I was recently reviewing some old financial information at Vanguard (financial planners have fun hobbies) and came across the following transaction from almost a decade ago that I had forgotten about: I had sold 12.166 shares of Apple (this was pre-split, so this would be 48.664...