Beacon Wealthcare |

17 Jul How Do We Make Sense of This?

Posted at 11:33h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Earlier this week I came across this chart and the story it tells is staggering. What you see is the year-over-year change in what JP Morgan considers “High Frequency Activity,” things like driving, eating out, flying, staying in hotels. Look how quickly and severely activity...

10 Jul Let’s Get Tactical, Shall We?

Posted at 07:30h in The Friday Brief by Jared Korver, CPA, CFP®

The hardest question I ever get asked is this: Which is better, Eastern North Carolina barbecue or Western (really, Lexington) North Carolina barbecue? The question isn't hard to answer because I don't know what I think about it (Eastern is 100% the best, though both...

03 Jul Good News from the IRS

Posted at 07:00h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

There’s been a lot going on in the world of retirement planning this year, especially when it comes to required minimum distributions (RMDs.) The passage of the CARES Act on March 27th meant that anyone normally required to take a distribution from their IRA, 401(k),...

26 Jun How to Maximize Your Employee Stock Purchase Plan

Posted at 08:00h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

[vc_video link='https://www.youtube.com/watch?v=nncNbL9Qfnk'] What is an Employee Stock Purchase Plan (ESPP) and how does it work? How should you incorporate it into your financial life and what’s the most important decision to make prior to enrolling? It’s easiest to understand how an ESPP works by first understanding the...