30 Jan 2015

Posted at 12:39h in The Friday Brief by
When we bring up the question of inheritance for the first time with new planning clients, their answers usually range from 'nothing, we want to use it up' to 'they get whatever's left.' Most share without reservation that it is a subject on which they have spent little or no time considering. Understandably so, the subject of death is morbid, and talking about an amount at the end of our lives seems silly given all the unknowables ahead of us.

23 Jan 2015

Posted at 14:46h in The Friday Brief by

Today's post marks a milestone for the Friday Brief as the 600th issue of a weekly series that dates back to June 29, 2001. Thank you so much for your loyal readership. In appreciation, I'd like to share some pearls of investment and planning wisdom picked...

16 Jan 2015

Posted at 08:35h in The Friday Brief by

At Beacon, we are big fans of Seth Godin, a marketing genius and prolific author and blogger. While Seth usually speaks the lingo of creative and marketing folks, his message resonates remarkably well with the rest of us. Take for instance the following recent post entitled...