Beacon Wealthcare |

31 Jul 2025 More Bendy, Less Breaky

Posted at 13:52h in The Friday Brief by Jared Korver, CPA, CFP®

Just over ten years ago, Seth Godin wrote the following: It's tempting to invest time, money and emotion into gaining control over the future. Security guards, written policies, reinforced concrete—there are countless ways we can enforce our control over nature, random events and fellow humans. The problem is...

24 Jul 2025 2025 Ch-ch-changes

Posted at 18:55h in The Friday Brief by Ellen Martin

We recently had an internal team vote about whether Seinfeld or Schitt’s Creek did a better job humorously highlighting a common misunderstanding around how tax write-offs work (Seinfeld won). In both shows, characters very wrongly assume that a tax write off just means you spend...

17 Jul 2025 What If You Don’t Know When You Want to Retire?

Posted at 16:24h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of the lessons I’ve learned—and keep learning—as a financial advisor is the importance of asking good questions. But in my early days, I asked a lot of mediocre ones. High on the list was this classic: “When do you want to retire?” I asked it...

10 Jul 2025 Tax Free Social Security? Not Exactly.

Posted at 17:33h in The Friday Brief by Daniel Logan, CFP®

As you have likely seen by now, the new tax bill (commonly called The One Big Beautiful Bill) has passed both chambers of Congress and been signed into law by the President. Ryan has previously touched on the draft bill here and here. A few items...