Beacon Wealthcare |

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...

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...