Beacon Wealthcare

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...

05 Jan 2018 Financial Resolutions & Habits: Part 1

Posted at 15:34h in The Friday Brief by Jared Korver, CPA, CFP®

It's said that the ancient Babylonians began the storied tradition of the New Year's Resolution some 4,000 years ago. Admittedly, their resolutions were essentially promises made to their gods in hopes to garner favor in the upcoming year should they keep the promises, so maybe you're not...

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...

22 Dec 2017 The Tax Bill Is Now Law

Posted at 15:32h in The Friday Brief by Sam Bass Jr.

I have to say in all honesty, that today's Brief has left me feeling too much like Ebenezer Scrooge on the last business day before Christmas, but as he would say - 'its business.' We have been getting a lot of questions from clients regarding how the...

20 Dec 2017 Beacon Flash – Tax Strategies Prior to 12.31.2017

Posted at 11:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

President Trump is expected to sign the new tax reform legislation into law later this week. With that in mind, here are a few important strategies that may be worth considering before the end of this year. Under the new tax bill there will be...

18 Dec 2017 Tax Bill Summary

Posted at 10:08h in The Friday Brief by Sam Bass Jr.

Here's what's in the final House-Senate tax bill according to the providers of our tax analysis software - Bloomberg BNA Tax - as written by Laura Davison, Allyson Versprille, and Kaustuv Basu. "Congressional Republicans released the conference committee report detailing specifics of the tax bill they hope...

15 Dec 2017 Should You Max Out Your 401(k)?

Posted at 16:45h in The Friday Brief by Jared Korver, CPA, CFP®

That’s a great question. It’s a question that I hear a lot as a financial planner. Maybe it’s a question YOU have, sitting wherever you’re sitting, reading this article. Here’s the thing though, like most great questions, questions that seem like they should have a great...

08 Dec 2017 “Free” Money!

Posted at 10:15h in The Friday Brief by Geoff Hall, CFP®, RICP®

The Holiday Season is here and when it comes deciding what gifts we’d like to give our friends and family most of us are somewhere on the spectrum between vaguely conceptualizing that it may be about time to start shopping and picking up a few...

01 Dec 2017 7 Year-End $ Moves Worth Considering

Posted at 13:38h in The Friday Brief by Geoff Hall, CFP®, RICP®

Maybe, just maybe, in this brief period between Thanksgiving and Christmas, you've got a few moments to think about and act on your finances. It's a great opportunity to do so, as you still have a little bit of time to get some important things...

17 Nov 2017 Tax Changes Are Coming

Posted at 12:21h in The Friday Brief by Sam Bass Jr.

"I shall never use profanity except in discussing house rent and taxes. Indeed, upon second thought, I will not even use it then, for it is unchristian, inelegant, and degrading--though to speak truly I do not see how house rent and taxes are going to be...

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