September 24, 2024

The Truth About Tax Brackets

Do you know how income tax brackets really work?    Find them puzzling? You’re not alone.   One common misconception is that you pay the highest rate on all your income. The reality is that there’s different rates for different buckets of income....

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September 10, 2024

Want to Save Smarter? Know Your What

It’s a simple question that forms the foundation of a sound financial plan.Whether to preserve wealth, create a legacy for your beneficiaries, indulge in unique experiences, or make a lasting charitable impact, you’ll need a clear vision of what your goals are. Your reason for saving directly...

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August 21, 2024

Retirement Planning in Pictures

This excerpt from article by colleague Russ Thornton offers a visual guide to planning how you’ll save for your retirement—and spend your time meaningfully when you get there.   Retirement planning would be much simpler if we knew how long we’re going to live....

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August 14, 2024

What's Rebalancing and Why is it Important?

Periodic rebalancing is one of the keys to effective portfolio management. In this week’s article, hear from Nick Mitchell, Director of Trading and Portfolio Development at Wealthcare, who explains: What rebalancing is and it’s importance in risk management Benefits of rebalancing at the...

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July 30, 2024

Want to Leave a Legacy? Your Guide to Charitable Giving

Are you considering your legacy and who should inherit your wealth?    Philanthropic giving can leave a lasting impact beyond your immediate family. In our latest article, Estate Wealth Charitable Donating: How to Minimize Issues and Maximize Impact, Michael Dunn, Chief...

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July 17, 2024

When Will You Feel Secure?

What makes you feel secure? Is it a certain amount of money in the bank? Working at a job you love? Spending time with loved ones? Getting a clean bill of health from your doctor? There are many different measures we can use when we talk about the idea of “security.” But when it comes to...

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June 5, 2024

A Beginning, Not an Ending

When you hear the word “retirement,” does it bring to mind an ending, or a beginning? While it’s true that retirement marks the ending of one phase of life, it’s also true that retirement is a new beginning. And just like graduating from school, getting married, having children, or any...

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May 22, 2024

How Much Is Enough?

Am I going to be okay?   My clients come to me with many different questions about saving money, retirement, and managing their finances. But the heart of every question is the same: they want to know if they’re going to be all right.   You probably have many of the same...

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May 8, 2024

Navigating Finances by Stage of Life

Financial literacy isn't just about numbers—it's about living the life you've always wanted. Our latest article delves into the significance of financial education at every stage of life, from mastering budgeting basics to navigating retirement spending.   It's an opportune moment to...

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April 24, 2024

Cheese or Cats? How's your Financial Game?

Ever thought about life from a mouse's perspective?    Your main goals? Devour cheese. Dodge cats. Our latest article dives into this quirky analogy to shed light on our financial journeys.   From chasing more moolah to dodging financial frights, we're all about finding...

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April 10, 2024

The Art of Financial Sculpting

You may not think of your financial plan as a “work of art,” but a lot of finesse goes into striking the right balance. Inspired by Michelangelo’s David, I invite you to take a similar approach to “sculpting” your financial plan, rather than “painting” it.   Check out our latest...

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February 26, 2024

How Do You Frame Your Financial Picture?

Everyone loves a good story.  But the stories we tell ourselves about our financial picture — how we frame our situation and experiences — can sometimes hold us back from enjoying our wealth.  Taking time to reflect upon how (and why) we see our finances through a particular...

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February 1, 2024

Wealthcare Capital Management

Safety, or Security? The Choice is Yours

If you’re like most of the people I talk to, “safety” and “security” are top of mind. In fact, it’s probably the underlying reason you work with a wealth advisor in the first place. But is safety the same as security? A lot of investors may think so. The reality is that there is...

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January 10, 2024

Managing Finances

Your Top Ten Financial Planning To Do's For A Great New Year!

If you've made a resolution for 2024 to be the year you take control of your financial future, but aren't really sure where to start - boy, do we have a list for you! As you look at your financial plan, here are 10 areas to consider — and when you're ready to discuss, give us a call. 1....

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January 3, 2024

Adjustment Bureau - That's Us

Happy 2024!  We have much to look forward to in this new year!  For one, the grandbaby that didn't quite hit her due date in 2023 and has decided she would keep us waiting 'til the next year to make her appearance.  Still waiting.  But we know babies don't always come when...

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December 19, 2023

Stay Merry and Mindful: ​ Navigating the Final Stretch to Christmas Without Overspending

The holiday season is a time of joy, warmth, and generosity. However, as the days inch closer to Christmas, the temptation to overspend and succumb to the "Christmas creep" can be strong. It's all too easy to get caught up in the hustle and bustle, thinking you need just one more gift or worrying...

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August 15, 2023

Don't Fall for the Myths! Debunking the Top 5 Myths of Hiring a Financial Planner

In today's fast-paced world, where financial decisions can significantly impact our lives, having a financial planner by your side is more valuable than ever.  Yet a surprising number of investors choose to go it alone, hung up on common misconceptions regarding financial planners. It’s...

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May 25, 2023

Blog

Managing Your Debt

https://wealthcare.substack.co......

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May 19, 2022

One with a down market

https://beaconwc.com/the-one-w......

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January 13, 2022

The Best is Yet to Come.....

Beacon Article 01 06 22...

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December 20, 2021

Tis the Season to Give

Charitable Giving...

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November 23, 2021

Bunches of Tax Deductions

Bunches of Tax Deductions...

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October 12, 2021

Financial Planning Awareness week

Estate Planning Awareness Month...

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September 20, 2021

The 411 on President Biden’s “American Families Plan”

16 Sep 2021 The 411 on President Biden’s “American Families Plan” in The Friday Brief by Ryan Smith, CFP®, RICP®, MSFP A little over a year ago I wrote a Brief about the tax plan Joe Biden was proposing during his campaign to be the Democrat nominee for President....

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August 31, 2021

Back to School Basics 101

Back To School Basics Investing 101...

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August 26, 2021

Blog

Beacon Blog Post

Parenting Rich Kids An interesting blog post on raising children.........

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August 17, 2021

Tackle your Debt before Retirement

https://www.kiplinger.com/pers......

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July 20, 2021

Idaho rebate

If you live in Idaho and are interested in learning what your Idaho tax credit is, please watch this,  ...

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July 20, 2021

Checkup

Its Time For Your Checkup Wcm...

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