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11 Feb 2021 The Four Taxes Most Retirees Will Face and What They Mean For Young Professionals

Posted at 19:57h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

When it comes to income planning in retirement, it is crucial to understand the four primary taxes you will have to navigate. If you navigate them well, you can keep more of your money and send less to the IRS. The first tax you will face...

21 Jan 2021 How Emily and I Invest Our Money (and How We Got to Beacon)

Posted at 22:26h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Over the past year there's been a spate of "How I invest my money" articles where a prominent financial advisor discusses what he or she actually does with his or her own money. It's a discussion that's long overdue and was started by Josh Brown,...

30 Dec 2020 Five Charts that Summarize 2020

Posted at 22:08h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

After a year like 2020, it is impossible to avoid a hyperbolic statement like, “it’s been a crazy year!” because it has been a crazy year. Here’s just a few of the significant occurrences: a worldwide pandemic that shuttered the global economy and claimed hundreds...

03 Dec 2020 Lessons from Pappy Van Winkle

Posted at 19:51h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

There is no finer bourbon in the world than Pappy Van Winkle. A quick Google search for their 23-year-old Kentucky bourbon will bring up bottles for sale in excess of $4,500, or roughly $225 a shot. (Not that anyone takes shots. This is a sipping...