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Beacon Financial Strategies

Finance in a Flash: When to sell an investment

On this episode of Finance in a Flash, Chip and John discuss a few situations that might warrant  selling an investment and some rules of thumb to consider when deciding on whether to sell an investment!

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Education, Podcast, Investments, Personal Finance, Retirement Planning, Retiree, Pre-Retiree, TaxJohn MattoMay 1, 2023podcast, investing, investment planning, tax planning
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Considerations When Evaluating Retirement Communities

Retiree, Retirement Planning, EldercareChip Hymiller, AIF®, CFP®May 3, 2023eldercare, long term care, long term care insurance, Estate Planning
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Finance in a Flash: "Which Account?" Part 2: Considerations for Savers

Education, Podcast, Investments, Personal Finance, Retirement Planning, Retiree, Pre-Retiree, TaxJohn MattoApril 17, 2023podcast, investing, investment planning, tax planning

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Beacon Financial Strategies
7100 Six Forks Road, Suite 135,
Raleigh, NC, 27615,
United States
919-803-3801
Hours
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7100 Six Forks Road, Suite 135, Raleigh, NC 27615 | Phone (919) 803-3801
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.