Beacon Wealthcare |

26 Dec 2014 A 2015 Resolution

Posted at 15:39h in The Friday Brief by Sam Bass Jr.

As 2014 draws to a close, we remember its challenges, victories, and defeats, but when we reflect more deeply, we realize how important are the relationships we shared them with. Accomplishments mean little if we cannot enjoy them with our friends. And challenges become more bearable with the support of those who care.

19 Dec 2014 Two Things: “Thank You” and Haiku

Posted at 15:29h in The Friday Brief by Jared Korver, CPA, CFP®

Sketch by Carl Richards of Behavior Gap We have so much to be thankful for here at Beacon, and in the very center of that sense of gratefulness is You. We consider ourselves blessed to be in the position of walking alongside you as you craft a...

12 Dec 2014 Is Your Financial House in Order?

Posted at 13:46h in The Friday Brief by Sam Bass Jr.

Which of the following do you believe is the most important aspect of ensuring the quality of your financial future?

A. Saving diligently B. Working longer D. Achieving better-than-market returns E. Designing an efficient well-allocated portfolio F. Excellent financial planning G. Winning the lottery H. None of the above

05 Dec 2014 8 Financial Planning Tips for Year-End

Posted at 13:11h in The Friday Brief by Jared Korver, CPA, CFP®

It hardly seems possible (is it a tryptophan-induced illusion?), but somehow Thanksgiving is in the past and Christmas will be here in less than three weeks. That sentence is not meant to cause widespread panic among our readers who haven't even begun to think about holiday shopping, though we would understand if it did. Thank goodness for the Internet, right?