Beacon Wealthcare |

22 Oct 7 Important Year-End Planning Opportunities

Posted at 18:29h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

At Beacon, we believe that when it comes to planning and investing, you should spend all your effort focusing on things you can control. That seems like such an obvious strategy but it's amazing how easy it is to let the things we can't control...

15 Oct Four Considerations As You Choose Employee Benefits

Posted at 16:54h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Benefits season is nearly upon us! The time when employees across the country pick their health insurance and other benefits for the coming year. With this in mind, here are four considerations as you choose your benefits. Change How You Pay for Group Long-Term Disability Insurance? Disability...

09 Oct The Psychology of Money

Posted at 00:55h in The Friday Brief by Jared Korver, CPA, CFP®

"Doing well with money has a little to do with how smart you are and a lot to do with how you behave. And behavior is hard to teach, even to really smart people." That's the premise of Morgan Housel's new book, The Psychology of Money,...

01 Oct Election Day Jitters

Posted at 14:05h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

'Tis the season for political ads, campaign yard signs and presidential debates. I knew the 2020 presidential election was nearing but for some reason, probably Tuesday’s debate, I just realized how close it actually is. As of the posting of this brief, Election Day is...