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17 Sep 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 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...

10 Jul 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 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...