Beacon Wealthcare |

06 Dec 2019 On Charitable Giving

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

Believe it or not, the Holiday season is upon us. This is often a time of year when we reflect on the things for which we are thankful and spend time with friends and family. It’s also a time when many people do a large...

22 Nov 2019 Arm Yourself for Cyber Monday

Posted at 12:24h in The Friday Brief by Sam Bass Jr.

First, we want to wish you and all yours, a Happy and safe Thanksgiving. We are so thankful for you. As we prepare our homes and tables for one of our country's favorite holidays, an industry of marketers and algorithm-developers is busily preparing its websites to...

15 Nov 2019 Is Saving to a 529 Plan Worth It?

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

A few weeks ago, Geoff and I were discussing whether it made sense for a potential client to contribute to a 529 plan (“college savings plan”) for their kids who were entering college in a few years. Yes, the gains would be tax-free, provided the...

08 Nov 2019 Running, money, and the importance of practice.

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

When I was a freshman in high school, someone convinced me it would be a good idea to run cross country as a way to get in shape for basketball season. Looking back I don't believe that was particularly good advice, since there is very...