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11 Feb 2021 The Four Taxes Most Retirees Will Face and What They Mean For Young Professionals

Posted at 19:57h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

When it comes to income planning in retirement, it is crucial to understand the four primary taxes you will have to navigate. If you navigate them well, you can keep more of your money and send less to the IRS. The first tax you will face...

04 Feb 2021 GameStop. Ever Heard of It?

Posted at 21:51h in The Friday Brief by Jared Korver, CPA, CFP®

At this point, I don't know how much there is to be gained by wading into the vastly oversaturated territory of GameStop-related (and AMC, Blackberry, et al) material. In doing so I run the risk of dragging into the fray those of you who've made...

28 Jan 2021 Meet Ned Ryerson

Posted at 19:49h in The Friday Brief by Geoff Hall, CFP®

There are two kinds of people in this world. Those who instantly knew who Ned Ryerson was the second they saw this email land in their inbox and those who didn't. For those of you in the latter group, Ned Ryerson, aka Needlenose Ned, aka...

21 Jan 2021 How Emily and I Invest Our Money (and How We Got to Beacon)

Posted at 22:26h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Over the past year there's been a spate of "How I invest my money" articles where a prominent financial advisor discusses what he or she actually does with his or her own money. It's a discussion that's long overdue and was started by Josh Brown,...