Beacon Wealthcare |

28 Jun 2019 Declare Your Independence from Financial Tyranny

Posted at 10:15h in The Friday Brief by Sam Bass Jr.

Some 243 years ago the United States of America became a sovereign nation simply by declaring it, knowing all too well that the prospects of achieving it against the will of the most powerful nation on earth were infinitesimal. The men who signed that now-famous...

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...