Beacon Wealthcare |

31 Oct 2018 Beacon Flash: How to navigate your employer being acquired

Posted at 14:12h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://youtu.be/Ojv94IEt5Qc With the recent announcement that Red Hat is being acquired by IBM for $34B, we thought it would be helpful to share our thoughts on how employees of acquired companies can smoothly navigate a transition like that. Watch as we discuss what to do with your...

03 Oct 2018 Beacon Flash: Employee Benefits Season is Here!

Posted at 11:19h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

https://www.youtube.com/watch?v=k4JLxk0U8Us&feature=youtu.be Watch as we discuss what you should consider as you're making employee benefits elections for 2019 and get in touch with us if you have questions!...

28 Sep 2018 Health Savings Accounts as a Retirement Planning Vehicle

Posted at 13:03h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Health Savings Accounts, or HSAs, were created in 2003 through the Medicare Prescription Drug, Improvement, and Modernization Act. Early adoption was slow, but growth in recent years has been impressive as more and more Americans become familiar with their many benefits. For years, HSAs have been...

31 Aug 2018 What’s Your Edge?

Posted at 09:33h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

My son, Jack, started kindergarten a few weeks ago. It was a big moment in his life and it was also a big moment in the lives of his parents. It’s when Emily and I started to surrender control of the child we’ve raised the...