Beacon Wealthcare |

07 Sep 2023 The IRS On Its Heels

Posted at 12:23h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Since 2010, there have been no fewer than five significant changes to the tax code. It began with the passing of the Affordable Care Act, which added a 0.9% Medicare tax on earnings above a certain threshold plus a 3.8% Net Investment Income Tax (NIIT)...

31 Aug 2023 The Secret Sauce Tastes Like Work

Posted at 13:40h in The Friday Brief by Jared Korver, CPA, CFP®

One of my all-time favorite sporting events—the summer Olympics—will be held in Paris next year, which means that world championships in sports like swimming, gymnastics, and track and field are being watched with an extra bit of scrutiny this year. But, while I love track and...

24 Aug 2023 The Problem of Hurry

Posted at 20:31h in The Friday Brief by Ellen Martin

I am thankful for a short, 13-minute commute to the Beacon office, which is just long enough time to listen to the Up First podcast to hear 3 main news stories of the day, and 1-2 good songs before starting the workday. Over the past...

16 Aug 2023 Three Investments That Should Pay Significant Dividends.

Posted at 17:05h in The Friday Brief by Geoff Hall, CFP®, RICP®

Recently, I made three different investments that I'm confident will pay significant dividends in the future. Normally, people in my profession should avoid making such statements, but I think I'm in the clear in this case. A couple weeks ago, I wrote about the importance...