Beacon Wealthcare |

26 Oct 2023 7 Smart Year-End Money Moves

Posted at 16:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

I bet if I asked you for a list of things you're looking forward to during the upcoming Holiday season, tackling a list of personal finance items would not appear in your top 10. Or top 100 for that matter. That's why I like to...

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,...