Beacon Wealthcare |

25 Oct 2019 Please Welcome Liz Glenn

Posted at 09:56h in The Friday Brief by Sam Bass Jr.

We are thrilled to introduce you to Liz Glenn, our new Client Services Specialist at Beacon Wealthcare. Some of you have already met or spoken to Liz and agree that she is an excellent addition to our team. If you have not had the pleasure,...

18 Oct 2019 The Roth IRA: You’re Using It Wrong (Most Financial Advisors Are, Too)

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

Most Roth IRAs are used incorrectly. It’s not only some DIY investors that are getting it wrong, but, based on my experience, a good percentage of financial advisors, too. In order to understand why most are getting it wrong, it’s important to know the three primary...

11 Oct 2019 This Is Your Brain On (Financial) Drugs

Posted at 08:55h in The Friday Brief by Jared Korver, CPA, CFP®

By cyclonebill - Spejlæg, CC BY-SA 2.0, https://commons.wikimedia.org/w/index.php?curid=8822885 In 1987, The Partnership for a Drug Free America released one of the most famous commercials in TV history, featuring an egg in a frying pan and the dramatic line: “This is your brain on drugs.” Like most...

04 Oct 2019 How to Simplify College Planning

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

Planning for your child’s (or grandchild's!) college education can be stressful and confusing. What schools should they consider? What criteria do schools look at in potential students? What kind of financial or merit-based aid should they expect? Are they more suited for one career over...