Beacon Wealthcare |

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...

25 Jan 2024 Market High Soup For The Soul

Posted at 17:04h in The Friday Brief by Jared Korver, CPA, CFP®

Major stock indexes hit all-time highs over the last week, following a calendar year in 2023 where the S&P 500 was up nearly 25%. Bonds will take a bit longer to recover as rates continue to "normalize." A decade-plus run-up in bond prices (while rates...

18 Jan 2024 How Far We’ve Come

Posted at 22:03h in The Friday Brief by Ellen Martin

One of my favorite features of photo applications is the prompt to view pictures taken 4 years, 6 years, 10 years ago, or when the app shows you random featured pictures of the day with no rhyme or reason to the collection. Just this week,...