Beacon Wealthcare |

16 Mar 2023 Is My Money Safe?

Posted at 13:28h in The Friday Brief by Geoff Hall, CFP®, RICP®

It's a reasonable question to ask. One that is most often asked during times of stock market volatility like we experienced during last year's bear market. The answers to the question in that context are often centered around portfolio diversification (don't put all your eggs...

09 Mar 2023 529-to-Roth IRA Transfers

Posted at 14:13h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

If the goal is to save for college, there isn't a better vehicle than the 529 plan. Because of their unique combination of tax benefits, which vary by state, they can offer a greater after-tax return than a normal brokerage account. How much greater depends...

02 Mar 2023 Chatting With ChatGPT About My Money Questions

Posted at 15:14h in The Friday Brief by Jared Korver, CPA, CFP®

I do not officially have a financial advisor (cobbler's children's shoes and all that, plus I am surrounded by great ones here who humor me), but if I did, I suppose the questions that I'd be asking her would tend toward these: How can...

23 Feb 2023 Trial Runs

Posted at 19:51h in The Friday Brief by Ellen Martin

Wesley and I are weeks away from meeting the newest member of our family, and if someone could tell me the exact timing of when our baby boy might arrive, I would really appreciate that. As many of you can relate to, it’s hard to...