Beacon Wealthcare |

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...

01 Nov 2019 7 Important Year-End Money Moves

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

Halloween is in the books and Thanksgiving will be here before we know it. 2019 still has some important planning opportunities, and getting ahead of 2020 could pay huge dividends, too. With that in mind, here’s a quick list of seven things you might consider doing...