Beacon Wealthcare |

05 Jun 2025 Beacon Summer 2025 Reading List

Posted at 13:36h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of the easiest ways to connect with someone is to ask what they’re reading. It often leads to unexpected insights, good recommendations, and great conversation. So, as summer kicks off, we thought we’d give you a peek at what a few of us here...

29 May 2025 It Takes a Scammer

Posted at 17:26h in The Friday Brief by Daniel Logan, CFP®

There was an early 2000s TV show on Discovery Channel called It Takes a Thief - the premise being that two former thieves show homeowners how easy it is to break into homes by literally breaking into their homes while they watch. Surprisingly, this reality show concept...

22 May 2025 The G.O.P. Tax Bill: What We Know So Far

Posted at 12:40h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

The G.O.P. has put forth the framework of a tax bill designed to extend the tax cuts President Trump enacted during his first term. The Tax Cut and Jobs Act (TCJA), passed in November of 2017, was a significant restructuring of the tax code: standard...

15 May 2025 Is Your 401(k) Too Boring?

Posted at 15:56h in The Friday Brief by Jared Korver, CPA, CFP®

If you are in the market for some excitement and exoticism in your boring old 401(k), then boy was this a good week of headlines for you. First there was Basic Capital building a product that allows leverage within 401(k)s, and then there was Empower beginning to...