In this webinar, Beacon Financial Strategies’ Certified Financial Planner Professionals discuss a number of charitable gifting techniques.
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On this episode of Finance In A Flash, Nick Faulkner interviews Erin Campbell. Erin is a Founder and Principal of Beacon and serves as the firm's Tax and Financial Planning Manager. We really hope you enjoy this episode and get to know more about Erin as she talks about her personal life, professional history, and how she came to form Beacon Financial Strategies.
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On this episode of Finance In A Flash, Nick Faulkner interviews Chip Hymiller. Chip is a Founder and Principal of Beacon and serves as the firm's Senior Portfolio Manager. We really hope you enjoy this episode and get to know more about Chip as he talks about his personal life, professional history, and how he came to form Beacon Financial Strategies.
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This is a replay of our live webinar held on September 29, 2021. We will discuss several “last minute” considerations associated with those who will be retiring soon.
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On this special episode of Finance In A Flash, we interview Chip and Erin on the history of Beacon Financial Strategies. We discuss the story of Beacon, the background of how Chip, and Erin met to form Beacon and the vision of Beacon moving forward!
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This article provides insight into a number of strategies and methods for making charitable gifts.
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Parents with special needs children can face a unique set of financial challenges. However, like all financial challenges, it is important to take measures early to financially prepare for the future
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On this episode of Finance In A Flash, Nick & Erin begin our series on Mid-Career Professionals. We discuss why Cash Flow, Budgeting, and having adequate Emergency Funds are extremely important and how they can impact your future plans for retirement!
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On this episode of Finance In A Flash, Nick & Chip discuss the varying types of investment accounts and the pros and cons of each. Investment accounts that were discussed include; personal brokerage accounts, Roth IRAs, Traditional IRAs, and 401ks.
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On this episode of Finance In A Flash, Nick Faulkner interviews Beacon's Planning & Operations Manager, Stephanie Murray. We really hope you enjoy this episode and get to know more about Stephanie as she talks about her personal life, her professional history, and how she contributes to Beacon's success.
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In this episode of Finance In A Flash, we discuss the new 10-year Inherited IRA rules set forth by the SECURE Act in 2020. Chip and Nick discuss what this means for people who have inherited an IRA after 2020, and what scenarios or opportunities you should think about when withdrawing funds from your Inherited IRA.
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Without the security of a stable paycheck, many new retirees may feel less than confident about relying on their investment portfolio to cover living expenses for the next 20 (or more) years. Research has shown that the timing of one’s retirement can be important – especially as it relates to investment returns in the early years of retirement.
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Small business owners have a number of alternatives to choose from when it comes to establishing retirement plans for their business. Each plan type can vary in their contribution level and matching requirements, as well as their ongoing regulatory and administrative burden.
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On this bonus episode of Finance In A Flash, Nick interviews Beacon's Client Services Representative, John Matto. We really hope you enjoy this episode and get to know more about John as he talks about his personal life, how he goes into financial planning, and where he sees himself in the future.
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Here is a replay of our June 17th, 2021 webinar! During this webinar, Beacon’s Investment Team provides their unique perspective on a wide range of investment related topics including…
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On this episode of Finance In A Flash, we continue our insurance planning series by Discussing "Disability Insurance". Nick and Chip go over commonly asked questions and discuss the specifics of Disability Insurance policies as well.
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We believe that life insurance serves an integral role in a family’s overall financial health. While there are many rules of thumb that attempt to give people an idea of how much coverage is necessary, we generally prefer a more strategic and quantitative approach.
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An adequately planned and properly executed estate plan can ensure that your assets will pass directly to your intended heirs with the least amount of cost and hassle. Here are seven essential elements when establishing a sound estate plan:
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Revocable living trusts can be an effective estate planning tool. However, many don’t fully understand the benefits and limitations of this type of trust. This article explains practical uses and helps you decide if a revocable living trust is a good option for you.
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It’s March Madness and we are very excited to host a live webinar on March 30th at 12PM EST! We will have a special guest speaker, Moulaye “Mou” Niang and you are going to love his story!
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