Beacon Wealthcare |

22 Feb 2024 Leaving the Familiar

Posted at 20:21h in The Friday Brief by Ellen Martin

Transitions are inevitable in life, but February was quite full of them for our family. Wesley and I traveled abroad for a brief trip and left Baker in care of my very capable parents. Although, as first time parents, this was still anxiety inducing even...

15 Feb 2024 Credit Cards as Small Wins

Posted at 17:49h in The Friday Brief by Daniel Logan, CFP®

There are a lot of ways that small decisions can add up in your financial life to make a difference over the long haul. One of those small wins is optimizing the credit card that you use for day-to-day spending. A caveat at the beginning...

07 Feb 2024 Tax Forms You Might Expect To Receive

Posted at 13:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Monday, January the 29th, marked the start of our nation’s tax season. That’s the date when the Internal Revenue Service began accepting and processing 2023 tax year returns. Very few people enjoy filing their taxes as it can be a difficult and complex process. Perhaps one...

01 Feb 2024 Another Reason It Pays to Delay Social Security

Posted at 15:36h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Any client of mine knows I am a proponent of delaying Social Security until age 70. There are times where it doesn't make sense, such as poor health or a family history of shorter than average life expectancy. But, by and large I encourage my...