Beacon Wealthcare |

01 May 2025 Taxes are (maybe) done – now what?

Posted at 17:16h in The Friday Brief by Ellen Martin

For those of us with 2024 taxes in the rearview mirror, now is a great time to think about your tax outcome and consider a few questions to set yourself up well for 2025. Perhaps you owed more than you planned, and had to dip...

03 Apr 2025 Navigating College Funding Options

Posted at 19:31h in The Friday Brief by Ellen Martin

Somehow, it’s already April. Hopefully those of us in North Carolina are almost through The Pollening and into Actual Spring. April is also the month when high school seniors compare financial aid offers and make final school decisions. The recent changes in the Department of Education...

20 Feb 2025 FIYA, not FIRE

Posted at 14:14h in The Friday Brief by Ellen Martin

I suspect most of our readers know of the FIRE acronym - Financial Independence, Retire Early. I came across a recent Pew Research report that discussed how the age of young adults reaching financial independence from their parents is shifting later, so thought this week's...

24 Jan 2025 Meaningful Efficiency

Posted at 03:53h in The Friday Brief by Ellen Martin

Several years ago, I wrote about how we canceled our Amazon Prime membership. The decision was less about whether the cost of Prime fit into our family’s budget and was more about whether we were paying for a service that didn’t actually benefit us. It’s...