Beacon Wealthcare |

21 Jun 2019 Four ways the SECURE Act may impact you.

Posted at 06:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

There is a bill working its way through Congress that could impact every retirement saver and, potentially, their heirs. The Setting Every Community Up for Retirement Enhancement (SECURE) Act has four important provisions that you should be aware of: It increases the Required Minimum Distribution (RMD)...

14 Jun 2019 Do you need a million dollars to retire?

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

"The greatest show on television is Survivor," is an opinion I hold dearly and would be happy to share with you, but anyway here's an interesting tidbit about the game: Since the year 2000 when the show debuted in the U.S., the prize for the winner...

07 Jun 2019 How Would You Rate Your Financial Well-Being?

Posted at 09:33h in The Friday Brief by Geoff Hall, CFP®, RICP®

What if I asked you to rate your financial well-being on a scale of 1 to 10 -- 1 being poor and 10 being excellent. How would you answer? Perhaps it would be helpful if we made an effort to first define financial...

31 May 2019 Lifestyle Leverage

Posted at 13:34h in The Friday Brief by Sam Bass Jr.

How often do you ask yourself, 'why didn't I do this sooner?' We love to drive when our car is clean. Work seems more enjoyable when our work space is neat and orderly. Our homes were never so delightful to live in until putting them...