Beacon Wealthcare |

20 Sep 2023 How Do You Envision Your Retirement Years?

Posted at 19:50h in The Friday Brief by Geoff Hall, CFP®

Several years ago, I stopped asking my clients when they wanted to retire. I came to the realization that it was a difficult question to answer. One of the things that initially tipped me off were the responses I would receive. In terms of frequency,...

14 Sep 2023 The Liturgy of Financial Planning

Posted at 18:41h in The Friday Brief by Daniel Logan, CFP®

One of my favorite books is The Liturgy of the Ordinary by Tish Harrison Warren. In her book, Warren discusses how many of the most mundane tasks and routines we do daily can carry a more profound meaning. I often think of this idea of liturgy...

07 Sep 2023 The IRS On Its Heels

Posted at 12:23h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Since 2010, there have been no fewer than five significant changes to the tax code. It began with the passing of the Affordable Care Act, which added a 0.9% Medicare tax on earnings above a certain threshold plus a 3.8% Net Investment Income Tax (NIIT)...

31 Aug 2023 The Secret Sauce Tastes Like Work

Posted at 13:40h in The Friday Brief by Jared Korver, CPA, CFP®

One of my all-time favorite sporting events—the summer Olympics—will be held in Paris next year, which means that world championships in sports like swimming, gymnastics, and track and field are being watched with an extra bit of scrutiny this year. But, while I love track and...