Beacon Wealthcare |

13 Aug Speaking of Social Security

Posted at 16:26h in The Friday Brief by Geoff Hall, CFP®, RICP®

In 1985, I was 13 years old. That year I earned $484 working at a local tennis club taking care of the clay tennis courts. My job involved sweeping the courts with a wide pull-behind broom, cleaning the line tape with a line broom and...

07 Aug A Summary of Mr. Biden’s Tax Plan

Posted at 09:59h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

With the Presidential Election just over two months away, I felt it would be helpful to review presumptive Democrat nominee for President Joe Biden’s tax proposal. This is by no means a partisan review and will be an objective summary of his current plan. President...

31 Jul How Has The Coronavirus Shaped Your Priorities?

Posted at 07:00h in The Friday Brief by Jared Korver, CPA, CFP®

Almost none of us will get through this unscathed. There is a sense in which we are all dealing with a collective trauma—from the emotional toll of being cut off from friends and family to the horror of experiencing the death-dealing of the virus firsthand,...

23 Jul What if a Giant Asteroid Landed on My House?

Posted at 21:19h in The Friday Brief by Geoff Hall, CFP®, RICP®

I had a great conversation with my property and casualty insurance agent last week. He called to see if anything had changed in my life that might warrant an adjustment to my home and auto insurance coverage. I didn’t recognize his number at first but...