Beacon Wealthcare |

19 Oct 2023 The Lessons of the Crowd

Posted at 17:40h in The Friday Brief by Daniel Logan, CFP®

I recently visited Boone, NC and was able to make a trip to Grandfather Mountain where I enjoyed taking in the beauty of Fall. As I was admiring the changing leaves, I walked past a car in the parking lot that had a "ROBNHD" license...

12 Oct 2023 Don’t Downsize For the Money

Posted at 16:44h in The Friday Brief by Jared Korver, CPA, CFP®

Three and a half years ago, just before COVID hit and housing markets went even higher while interest rates skyrocketed, Ryan wrote a brief entitled "Your Home is Not An Investment (You Probably Won’t Downsize)." An alternative title probably could have been "You Might Downsize...

05 Oct 2023 Control is not a virtue

Posted at 13:31h in The Friday Brief by Jared Korver, CPA, CFP®

There is a pretty strong body of evidence pointing toward the idea that the reduction in independent play in children has been instrumental in the rise of anxiety and depression in children and teens in the U.S. As a parent, this makes intuitive sense on some level,...

28 Sep 2023 Why I Left the NC 529 Plan (And Why You Probably Don’t Need To)

Posted at 15:20h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Emily and I opened 529 accounts for Jack and Gwen within a month of their birth with The College Foundation of North Carolina (CFNC). When I set up Jack’s account more than 10 years ago what initially stuck out was how dated the website was...