Beacon Wealthcare |

03 Apr 2025 Navigating College Funding Options

Posted at 19:31h in The Friday Brief by Ellen Martin

Somehow, it’s already April. Hopefully those of us in North Carolina are almost through The Pollening and into Actual Spring. April is also the month when high school seniors compare financial aid offers and make final school decisions. The recent changes in the Department of Education...

27 Mar 2025 “It Doesn’t Go Away With Money”

Posted at 16:41h in The Friday Brief by Jared Korver, CPA, CFP®

As far as I can tell, wealth, by itself, is a bit of a nothingburger. But it isn't by itself, because nothing ever is. If anything, in a culture like ours that celebrates money and excess to an alarming extent, there appears to be a...

18 Mar 2025 Protecting Your Well-Being in Unsettling Times

Posted at 17:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

Six years ago, in a Friday Brief, I asked you to rate your financial well-being. I also shared my own definition of what that meant, which at the time looked something like this: Freedom from worry. The ability to spend as much time as I’d like with...

13 Mar 2025 The Next Best Decision

Posted at 15:27h in The Friday Brief by Daniel Logan, CFP®

I was recently reviewing some old financial information at Vanguard (financial planners have fun hobbies) and came across the following transaction from almost a decade ago that I had forgotten about: I had sold 12.166 shares of Apple (this was pre-split, so this would be 48.664...