Beacon Wealthcare |

14 Apr Deposits That Really Matter

Posted at 16:30h in The Friday Brief by Geoff Hall, CFP®, RICP®, ChSNC®

When we hear the phrase bank account, most of us immediately think about money. Checking. Savings. Investments. The financial accounts that reflect our income, spending, and saving. But over the years, I’ve come to believe we’re all managing several other types of accounts, whether we...

09 Apr What I Hope My Daughter Learns

Posted at 14:28h in The Friday Brief by Daniel Logan, CFP®

As I sit here writing this Brief, my wife and I are on the precipice of welcoming our first child into the world, a baby girl. Naturally, there are many thoughts running through my mind. Do we have everything we need? If not, Amazon is...

26 Mar Geopolitics Revisited

Posted at 12:16h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

Almost exactly two years ago, I wrote about the impact of geopolitics on investing. At the time, Russia's invasion of Ukraine was a little over two years old, Israel had suffered a terrorist attack by Hamas six months earlier, and Iran had recently launched a...

19 Mar How Not To Be A Burden

Posted at 13:21h in The Friday Brief by Jared Korver, CPA, CFP®

A common refrain I hear from clients is: "I don’t want to be a burden to my children." Most of the time what folks mean by this is, "I don't want to need my kids' help when I'm at the end of my life," and I...