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21 Oct 2021 A Financial Planner Looks at Long-Term Care Costs

Posted at 19:02h in The Friday Brief by Geoff Hall, CFP®

I bought my first home when I was 30 years old. It was at some point during the real estate closing process that I realized I was going to have to buy a refrigerator for my new digs. I was single at the time and...

14 Oct 2021 The American Families Plan: Will You Pay More?

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

The American Families Plan (AFP) is not yet law but we know what's in it, at least in its current form. (I wrote a summary of it a few weeks ago.) There's no guarantee the bill will survive the inevitable negotiations in the House and...

07 Oct 2021 But Does It Work?

Posted at 13:50h in The Friday Brief by Jared Korver, CPA, CFP®

On Monday night I turned the TV on, headed to ESPN2, and saw Jon Gruden looking the perfect picture of confusion as he was informed that the start of a football game in a brand new, $5 billion, domed stadium would need to be delayed, due to lightening in...

30 Sep 2021 Pivot with a Purpose

Posted at 16:34h in The Friday Brief by Ellen Martin

It’s only a little intimidating to jump into writing the Friday Brief with the likes of Geoff, Jared, and Ryan. I figured the best way to dive into this routine is by way of introduction. So, hi, I’m Ellen, the newest team member at Beacon....