Beacon Wealthcare |

01 Sep 2022 Safety Sam

Posted at 13:33h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, as I was helping a friend prepare to buy a house, I was reminded of how tedious the process of closing a home loan can be these days. If you've taken out a new mortgage or even refinanced your existing one within the...

25 Aug 2022 The Candler Oak

Posted at 13:41h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

My parents moved to Savannah, Georgia, last March. My brother had moved there a few months prior and they had become taken by the city and, I'd like to think, wanted to be a bit closer to me, Emily, and the kids (mostly the kids)....

18 Aug 2022 What Is A House For?

Posted at 16:32h in The Friday Brief by Jared Korver, CPA, CFP®

In September of 2014, Amy and I bought our first house. I had just quit a (higher-paying) job at a Big 4 accounting firm to come work at Beacon that spring, and without knowing much of anything about buying a house, we bought one: 955...

11 Aug 2022 Ripple Effects

Posted at 17:57h in The Friday Brief by Ellen Martin

Often in financial planning, one seemingly simple decision has ripple effects into other elements of your financial life that may not be obvious from quick glance. Sometimes the impact is more immediate and shows up on this year’s tax return. Other times the impact shows...