Beacon Wealthcare |

02 Feb 2018 Can We Retire?

Posted at 16:32h in The Friday Brief by Sam Bass Jr.

Ask most 50-year olds if they think they've saved enough for retirement and you will usually get a quick and emphatic - No Way! Their reasons are always the same - there just wasn't enough left over to save. The individual reasons run the gamut from educating...

26 Jan 2018 Are Stocks Too High?

Posted at 15:19h in The Friday Brief by Sam Bass Jr.

The stock market continues to party higher and higher with no signs of stopping, or for that matter, any real weakness. As it rises, some consider increasing their exposure to stocks, particularly some big names Amazon, Apple, Alphabet (Google) Facebook, while others consider decreasing their...

12 Jan 2018 Charitable Giving Can Still Reduce Your Tax Bill

Posted at 10:18h in The Friday Brief by Sam Bass Jr.

Gone with the new tax law are most of the deductions we traditionally used to lower our tax bills. With only three primary survivors; charitable giving, primary residence mortgage interest, and state and local taxes, it is estimated that almost 90% of taxpayers will fall...

29 Dec 2017 Looking Back to Learn, Ahead to Be Prepared

Posted at 12:40h in The Friday Brief by Sam Bass Jr.

Once again we find ourselves at the end of another year; a time when some reflect on past accomplishments and failures and look forward to new opportunities and challenges. Others simply desire to rest from a hectic Christmas season, and still others busily prepare for...