Beacon Wealthcare |

10 Nov 2022 Desires pretending to be needs

Posted at 14:28h in The Friday Brief by Jared Korver, CPA, CFP®

Last week Seth Godin wrote a blog that was short enough and good enough that I won't bother trying to paraphrase: Habits are not needs It’s easy to imagine that they are, as it lets us off the hook as habits become negative, or even addictions. If someone...

03 Nov 2022 When There’s a Will, There’s Your Way

Posted at 17:22h in The Friday Brief by Ellen Martin

As I write, my college friends are scheming about how, when, and where to go see Taylor Swift in concert on her newly announced tour. We have some strong wills, pent up desire from a concert-less past few years, and I have no doubts that...

27 Oct 2022 Are You Averse to Adverse Market Conditions?

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

Yesterday, I logged into the Schwab website to inspect the damage the recent bear market had inflicted on my portfolio. It was just as I expected, down about 18% year to date. As I reviewed my accounts, I thought of you. At Beacon, we invest...

20 Oct 2022 2023 Contribution Amounts, Tax Bracket Changes, and Social Security Increases

Posted at 13:53h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Within the last 7 days, the Social Security Administration (SSA) announced the cost-of-living adjustment (COLA) recipients will receive, while the IRS released tax brackets for 2023. Add in projected retirement plan contribution limit increases, and next year you have three silver linings to the high...