In this episode of Finance in a Flash: Plain Talk, we wrap up our three-part series on unemployment data by zooming out to the bigger picture—what the jobs report really tells us about the economy. Using the latest data from early 2026, we break down the relationship between employment and GDP, explain why job growth can lag behind economic growth, and explore how trends like artificial intelligence and productivity gains may be reshaping the labor market.
Read MoreIn this episode of Finance in a Flash: Plain Talk, we continue our mini-series on unemployment data by diving into the latest report from the Bureau of Labor Statistics. Using February 2026 data, we break down what the unemployment rate actually measures, why headline job numbers can be misleading, and how key factors like labor force participation and population growth shape the broader economic picture.
Read MoreOn this episode of Finance in a Flash – Plain Talk, John and Dave kick off a three-part series breaking down one of the most talked-about economic topics: Unemployment. They start the series off discussing ADP Employment Report, explaining what it is, how it differs from government data, and why it often tells a slightly different story than the headlines you see on Friday mornings.
Read MoreOn this episode of Finance In A Flash, John interviews Beacon's newest team member, Isaac Elsasser. We really hope you enjoy this episode and get to know more about Isaac as he talks about his personal life, how he got into financial planning, and his time here at Beacon so far!
Read MoreWhether you are an existing client or newly interested in Beacon, please view this short video to learn more about what we do.
Read MoreHere are several questions you should ask yourself to ensure you have taken the necessary precautions in the event something unforeseen should happen:
Read MoreWith so much at stake (your financial security!), it’s easy to become paralyzed by fear and anxiety when it comes to financial uncertainty.
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When someone asks how you are doing, how do you usually respond? More importantly, do you feel like you’re truly living your best life? Do you feel as though you are thriving?
Read MoreBecoming overly concentrated in your portfolio adds an extra amount of risk. We monitor our portfolios for this and ensure that no one company will determine the ultimate success of our clients’ portfolios.
Read MoreAt Beacon Financial Strategies, we agree that investments that generate income should be a valuable component of most retiree’s portfolios. However, we also believe that maintaining a diversified investment approach will enhance returns and reduce risk for most long term investors. This really proves beneficial during the distribution phase of your life as it provides for income, growth, potential tax efficiency, and flexibility as life changes.
Read MoreJoin us for an informative session on the recently signed 2025 tax law and its impact on individuals and families. We’ll cover new provisions, changes to existing rules, and rules that are eliminated. This webinar will help you understand how the new law may affect your taxes and what that means for your financial planning moving forward.
Read MoreLet’s face it, seniors today have access to improved medical care and are healthier, more active and are likely to have longer lives. So what are the financial implications for retirees who will likely live well into their 80s and possibly their 90s?
Read MoreOn July 4th, 2025 the new tax and spending bill was signed into law. There are many changes/updates included in the new law from taxation and spending to national defense. While there are many opinions regarding the costs and benefits of the new law, we wanted to take time to outline the provisions that directly relate to our clients and their taxes.
Read MoreRequired Minimum Distributions (RMDs) have been around for many years. Over the past few years, updates have been made via Secure Act 1.0 and Secure Act 2.0 so we wanted to provide a reminder and update on how the current rule works.
Read MoreDuring this webinar, Dave and Chip share their perspective on the current economic landscape and financial markets. They cover timely topics such as tariffs, interest rates, market valuations, and the outlook for domestic versus international investments. They also address some of the most common questions clients are asking right now—providing clarity and context to help you stay informed.
Read MoreWe frequently speak with clients about their asset allocation—especially during periods of significant market movement. These conversations often revolve around the desire to increase equity exposure when markets are rising and reduce it when markets are falling. While this instinct is understandable, a visual representation can often help illustrate why market timing is rarely a successful long-term strategy.
Read MoreDid you know that your monthly Medicare cost adjusts based on your income? While most retirees may know this, many pre-retirees do not. It is important for those who are not receiving Medicare benefits yet to understand the rules so that financial planning decisions can be made ahead of time to reduce or avoid the impact of this additional expense.
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Over the years working with worried clients it has become obvious that going through the financial planning process and reviewing existing plans in the context of a changing financial environment helps alleviate worries.
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Just like you can train your body to be stronger, you can train your mind to focus in a way that promotes clarity and good habits. This skill isn’t just helpful for managing daily stress—it can also be a game-changer when it comes to financial and investment decisions.
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Inflation has been a hot topic in financial news over the past few years, but what does it really mean for consumers and investors? In this episode of Finance in a Flash, John and Dave take a step back to break down inflation—what it is, why it matters, and how it can impact your purchasing power and investment strategy.
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