Beacon Wealthcare |

26 Feb 2021 Money, Beliefs, and What’s Behind the Korver Curtain?

Posted at 01:27h in The Friday Brief by Jared Korver, CPA, CFP®

In the last two briefs of January, Ryan and Geoff wrote about their personal finances, the way they invest, and how they got to Beacon, and I was going to follow suit until GameStop happened and we felt compelled to pause the regularly scheduled content to address that...

18 Feb 2021 Should You Pay Off Your Mortgage Early?

Posted at 10:58h in The Friday Brief by Geoff Hall, CFP®, RICP®

Let's pretend you had $200,000 to invest for the next 7 years. Would you rather take a guaranteed total return of $14,274 or would you trade that amount for the possibility of earning $101,799? Your answer probably depends on how you feel about risk, the...

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...