Beacon Wealthcare |

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?

21 Nov 2014 Every Day and Night Matters

Posted at 14:36h in The Friday Brief by Sam Bass Jr.

If you could be assured of confidently reaching or exceeding every financial goal you value while living a lifestyle that demands as little personal sacrifice as possible, would you be interested? Your immediate response was probably 'of course I would.' Who wouldn't right? But while everyone wants to reach their ideal aspirations, few behave in ways that are likely to get them there.