Beacon Wealthcare |

23 Oct 2024 It’s Annual Election Period – Why Should I MediCare?

Posted at 18:50h in The Friday Brief by Ellen Martin

Medicare plans have much bigger changes for 2025 than they’ve had in recent years. If you are Medicare eligible, this is the time to take a closer look at your plans and make sure they are the best to meet your healthcare needs in 2025....

14 Oct 2024 Staying Financially Secure in an Age of Data Breaches

Posted at 13:29h in The Friday Brief by Geoff Hall, CFP®, RICP®

Data security breaches are becoming increasingly common, and it’s always unsettling when your personal information is compromised. Whether you’ve recently been affected or simply want to stay ahead of potential threats, taking steps to protect your financial information is more important than ever. Here are...

10 Oct 2024 Open Enrollment Checklist

Posted at 14:47h in The Friday Brief by Daniel Logan, CFP®

As Fall settles in, many people start to think about their favorite seasonal activities: visiting the State Fair, carving pumpkins, enjoying bonfires, or simply savoring the crisp air. For financial planners, this season also signals the approach of year-end tasks, like required minimum distributions (RMDs)...

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...