Beacon Wealthcare |

21 Feb 2020 Maybe You Will Downsize

Posted at 12:07h in The Friday Brief by Sam Bass Jr.

Last week, Ryan did a great job in his Brief titled Your Home is Not an Investment (You Probably Won't Downsize), explaining how a home is a lifestyle or 'use' investment, behaving differently than stocks, bonds or other impersonal investments that produce income or can...

14 Feb 2020 Your Home is Not An Investment (You Probably Won’t Downsize)

Posted at 08:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Home prices, both nationwide and in the Triangle, have surged over the past few years. The escalation in prices across the country brings back memories of the boom period prior to the financial/housing crisis of 2007-2009. There isn't evidence to suggest that is what's taking...

07 Feb 2020 Money for the Two Halves of Life

Posted at 08:00h in The Friday Brief by Jared Korver, CPA, CFP®

"One cannot live the afternoon of life according to the program of life’s morning; for what was great in the morning will be of little importance in the evening, and what in the morning was true will at evening become a lie." Carl Jung said that....

31 Jan 2020 ‘Tis the Season

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

Tax season is officially here. The IRS began accepting paper and electronic tax returns on Monday, January the 27th and the due date for 2019 federal income tax returns is April 15, 2020, for most individual taxpayers. By now you’re probably somewhere between assembling a...