Beacon Wealthcare |

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...

06 May 2025 A Key Trait for Financial Success

Posted at 14:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, I was listening to a podcast featuring one of my favorite financial writers, Morgan Housel, when he shared a moment that stuck with me. He recalled asking Daniel Kahneman—the renowned psychologist and co-recipient of the Nobel Prize in Economics—what trait matters most for...

01 May 2025 Taxes are (maybe) done – now what?

Posted at 17:16h in The Friday Brief by Ellen Martin

For those of us with 2024 taxes in the rearview mirror, now is a great time to think about your tax outcome and consider a few questions to set yourself up well for 2025. Perhaps you owed more than you planned, and had to dip...