Beacon Wealthcare |

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...

13 Oct 2022 “All The Personal Finance Books Are Wrong”

Posted at 15:22h in The Friday Brief by Jared Korver, CPA, CFP®

That's the title of a September article by Derek Thompson at The Atlantic. It's provocative enough on its own, but wait until you read the subtitle: "They tend to treat their readers like fools without willpower. So you could argue that they’re wrong for the...

06 Oct 2022 On Being Weary

Posted at 19:58h in The Friday Brief by Ellen Martin

September felt like one of those months when the hits just kept coming. The stock market continued declining from mid-August’s high to set a new intra-year low on September 30. Hurricane Ian wreaked havoc in the Caribbean and the southeast US. Queen Elizabeth II passed...