Beacon Wealthcare |

19 Mar How Not To Be A Burden

Posted at 13:21h in The Friday Brief by Jared Korver, CPA, CFP®

A common refrain I hear from clients is: "I don’t want to be a burden to my children." Most of the time what folks mean by this is, "I don't want to need my kids' help when I'm at the end of my life," and I...

12 Feb AI: Apocalypse or Paradise?

Posted at 16:57h in The Friday Brief by Jared Korver, CPA, CFP®

If you spend much time reading history, one of the most common refrains you'll encounter is this: new technology is always either going to save the world or kill it. But even though the inventions of the central air conditioning (save the world) and the...

08 Jan The Best Thing I Bought In 2025

Posted at 13:51h in The Friday Brief by Jared Korver, CPA, CFP®

Here's a simple exercise for you to try annually: Look back at the prior year and do an honest inventory of what you purchased, asking one simple question: Of all the things I spent my money on, what ended up being the thing or experience...

13 Nov Let Your Portfolio Cook, And Other Thoughts

Posted at 15:31h in The Friday Brief by Jared Korver, CPA, CFP®

The job of an NBA General Manager is to construct the best roster of basketball players available given the money constraints of the team owner. Once the roster is there, you let them cook, as the kids say. They have to play the game, and...