Beacon Wealthcare |

18 May 2018 Five Reasons to Review Your Income Tax Withholding

Posted at 13:04h in The Friday Brief by Ryan Smith, CFP®, RICP®, CTS™, MSFP

An often overlooked but important part of tax planning is the amount you have withheld from your paycheck. Under-withhold throughout the year and you may end up owing taxes in April. Over-withhold and you may be needlessly restricting cash flow throughout the year. President Trump signed...

04 May 2018 Dis·in·te·gra·tion

Posted at 11:46h in The Friday Brief by Sam Bass Jr.

Disintegration: To lose unity, integrity, or strength by or as if by breaking into parts, as defined by Merriam Webster. Our social, political and institutional systems offer, on a daily basis, glaring examples of the debilitating impact of 'breaking into parts.' Self interest and promotion,...

27 Apr 2018 A Very Important Purchase

Posted at 13:58h in The Friday Brief by Geoff Hall, CFP®, RICP®

[caption id="attachment_9482" align="alignleft" width="225"] Future Financial Advisor[/caption] My son Cooper and I love to go to Ace Hardware in Seaboard Station. Usually we go to get something for a house project but I’ll admit we occasionally go just for the free popcorn and to watch the...

20 Apr 2018 Life-Changing Work

Posted at 13:50h in The Friday Brief by Sam Bass Jr.

Yesterday, I had one of those wonderful opportunities to share life-changing news with a new client. I'll call her Mary. During two prior meetings, Mary had shared how difficult her job was and how she would love to change to a less stressful and more...