Beacon Wealthcare |

03 Oct 2024 Mailbag: What should our net worth be?

Posted at 13:43h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks back I received the following email from a client in his early 40's, which he gave me permission to share: I would like to update (our net worth) if possible...

05 Sep 2024 Caregiving

Posted at 13:59h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The September issue of the Journal of Financial Planning (JFP) has a sole focus: How to help the aging and those who are caring for them. The Journal isn't alone in tackling this issue, of course, and for good reason: the United States is getting...

08 Aug 2024 Rwanda

Posted at 07:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

As some of you know, last month I traveled to Rwanda for 10 days with my church (Church of the Apostles). Rwanda is a place that has held my fascination since I was a teenager, so finally being able to travel there was something like...

13 Jun 2024 Better Call Sau . . . Your Financial Advisor

Posted at 07:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

One of life's little joys is watching an excellent show for the first time. Great TV (streaming or otherwise) is lightning in a bottle: you don't know when it'll strike, but you don't want to miss it when it does. The enjoyment isn't isolated to the...