Beacon Wealthcare |

18 Jun 2024 Beacon Summer 2024 Reading List

Posted at 13:42h in The Friday Brief by Geoff Hall, CFP®, RICP®

Asking people about the books they're reading can spark some of the best conversations and reveal fascinating insights. Most people enjoy sharing their current reads and are happy to chat about them. With that in mind, we thought it would be fun to share some...

13 Jun 2024 Better Call Sau . . . Your Financial Advisor

Posted at 07:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

One of life's little joys is watching an excellent show for the first time. Great TV (streaming or otherwise) is lightning in a bottle: you don't know when it'll strike, but you don't want to miss it when it does. The enjoyment isn't isolated to the...

06 Jun 2024 How Should We Think About Legacy?

Posted at 13:22h in The Friday Brief by Jared Korver, CPA, CFP®

Here are a few common legacy-oriented goals we help clients plan for, along with important questions that tend to accompany those goals: Educating the next generation(s). How should we think about ROI when it comes to school and major? How can we involve the student...

29 May 2024 $1M or a Penny That Doubles For 30 Days?

Posted at 13:48h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, my 10-year-old son, Cooper, asked me a thought-provoking question: would I rather have $1 million today or a penny that doubles every day for the next thirty days? Cooper already knew the right choice, he'd stumbled upon the question on a YouTube video,...