Beacon Wealthcare |

13 Sep 2019 How Much Should You Save Each Year?

Posted at 09:46h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

There’s ample research about how much you can safely withdraw from your portfolio once you retire. There’s less research about how much you need to save annually so you can retire (this is called your “savings rate”), probably due to the large number of variables...

06 Sep 2019 How to Rescue a Pet and Your Finances

Posted at 09:42h in The Friday Brief by Jared Korver, CPA, CFP®

What would it take for your finances to get better? I mean, you have a life, I have a life (although my friends may object...

30 Aug 2019 Kids and Money

Posted at 08:00h in The Friday Brief by Geoff Hall, CFP®, RICP®

You probably aren’t surprised to hear that I’d like to raise my kids to be generous, kind, patient, thrifty and modest--in all areas, including their wealth. I hope they’ll be capable of making smart financial decisions and have a healthy relationship with money. ...

23 Aug 2019 The Inverted Yield Curve

Posted at 08:55h in The Friday Brief by Sam Bass Jr.

So what exactly is an inverted yield curve and does it really matter? Historically, when long-term interest rates fall below short term rates, more often than not, recessions ensue. However, more recently the results have been mixed. Back in February of 2005 Allen Greenspan, then Fed Chair, debunked the...