Beacon Wealthcare |

27 Feb 2025 It’s Gotta Be The Shoes!

Posted at 19:47h in The Friday Brief by Jared Korver, CPA, CFP®

In her phenomenal book In This Economy?: How Money & Markets Really Work, Kyla Scanlon writes about what she calls the "vibes economy." So much of what happens at the macroeconomic level seems to be based on sentiment—or, vibes—and it's crazy how much power those vibes...

20 Feb 2025 FIYA, not FIRE

Posted at 14:14h in The Friday Brief by Ellen Martin

I suspect most of our readers know of the FIRE acronym - Financial Independence, Retire Early. I came across a recent Pew Research report that discussed how the age of young adults reaching financial independence from their parents is shifting later, so thought this week's...

13 Feb 2025 Rethinking Wealth: Lessons from Die With Zero

Posted at 13:16h in The Friday Brief by Geoff Hall, CFP®, RICP®

Managing money often means juggling competing priorities—giving generously, saving for retirement, helping our kids with college, paying down the mortgage—all while trying to create meaningful experiences along the way. My wife, Crystal, and I strive to be intentional about where our money goes, but it’s...

06 Feb 2025 The Future of Social Security

Posted at 13:35h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

It's no secret that Social Security is in trouble. For years, the annual report prepared by the Board of Trustees for the Federal OASDI (Old-Age, Survivors and Disability Insurance) program has warned us that the trust fund that bridges the gap between benefits paid...