Beacon Wealthcare |

28 May To Defer, Or Not To Defer

Posted at 13:58h in The Friday Brief by Jared Korver, CPA, CFP®

The United States income tax system is known as a "progressive" system, meaning that as your income goes up, your marginal tax rate goes up, to a point. This has been the case for a long time. The brackets and the top rates have moved...

30 Apr Downstream Effects

Posted at 14:48h in The Friday Brief by Jared Korver, CPA, CFP®

Let your life be a pleasant surprise. Save more than you need to, mainly so you can easily and at the spur of the moment leave a large tip or anonymous gift. Curiosity and openness seem to correlate much more highly with joy than the...

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...