Beacon Wealthcare |

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...

29 Feb 2024 Is It Time To Talk About Bitcoin Again?

Posted at 17:21h in The Friday Brief by Jared Korver, CPA, CFP®

This week in the Wall Street Journal there was an article about…well actually the title, subtitle and your imagination are probably everything you need: “The TikTok Generation Turns to Sports Betting to Chip Away at Student Debt. Young men are trying to use ubiquitous online...