Beacon Wealthcare |

03 Oct 2024 Mailbag: What should our net worth be?

Posted at 13:43h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

A few weeks back I received the following email from a client in his early 40's, which he gave me permission to share: I would like to update (our net worth) if possible...

25 Sep 2024 Friends Don’t Let Friends Get Too Cute

Posted at 18:46h in The Friday Brief by Jared Korver, CPA, CFP®

My wife Amy and I are fairly rabid Formula 1 fans, which is definitely not something I would have had on my marriage bingo card 10 or even 5 years ago. But COVID changed everyone, and one of the ways it changed us was by introducing...

19 Sep 2024 Get a Helmet

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

I grew up watching Boy Meets World on ABC’s TGIF lineup like many millennials. One of the show’s promo videos must have included a clip with a scene with the line, “Life’s tough, get a helmet,” with the clearness I can still see it in...

11 Sep 2024 Investing During An Election Year

Posted at 15:21h in The Friday Brief by Geoff Hall, CFP®, RICP®

Late Monday afternoon, during a Beacon team meeting, I realized it was my turn to write the Friday Brief. Normally, I have a few ideas in mind, but this time, I had nothing. I admitted to Ryan, Ellen, Daniel, and Jared that I was stuck....