Beacon Wealthcare |

04 Apr 2024 Starting Small

Posted at 19:07h in The Friday Brief by Ellen Martin

I’m not much of a gardener, as much as I’d like to be known for having a green thumb. I greatly admire the work of others and aspire to hone my skills but there’s so much to learn and do that it seems too daunting...

20 Mar 2024 You Can’t Spend The Same Dollar Twice

Posted at 14:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

As a financial advisor, I often find myself having conversations about the delicate balance between current spending and saving for future financial goals. Recently, Crystal and I encountered this tension in our own lives when we considered using savings we had designated for a new...

14 Mar 2024 Spring Cleaning Your Finances

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

You are likely well aware already that Spring is coming - if it wasn't the recent time change that did it, it may have been the 70 degree days or pollen already in the air that tipped you off. The first official day of Spring...

07 Mar 2024 How Earning Less Impacts Social Security Benefits

Posted at 16:17h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Last week I met with a client who is thinking about reducing his income. Obviously, there's a lot that goes into this decision, but one consideration we discussed is how less pay will affect his Social Security benefit. This kind of exercise can be helpful...