Understanding Differences in the “Flations”
Understanding Differences in the “Flations”

Over the past 3 years, the word “inflation” has dominated the headlines. In the current environment, there seems to be some confusion among investors and consumers regarding this term and what is happening. Therefore, we thought it would be a good idea to go over some of the key “flation” terms and clarify what each means and where we are today.

 

Read More
Cash Flow and Budgeting, Financial Planning, General Financial Plan..., Personal Finance, Personal Financial Pla..., Retirement PlanningDave TrettelEconomy, financial planning, General Financial Planning, Personal Finance, personal financial planning, Retirement Planning, Retirement Plans, investing, inflation
Finance in a Flash: Get To Know Beacon: Dave Trettel
Finance in a Flash: Get To Know Beacon: Dave Trettel

On this episode of Finance in a Flash, John sits down with Beacon’s newest team member, Dave Trettel. Tune in to learn more about Dave as he shares insights into his personal life, his professional journey in financial planning, and his experiences since joining the Beacon team.  We hope you enjoy getting to know Dave!

Read More
Education, Podcast, Investments, Personal Finance, Retirement Planning, Retiree, Pre-Retiree, TaxJohn Mattopodcast, investing, investment planning, tax planning
Financial Planning and the Importance of Discipline
Financial Planning and the Importance of Discipline

For most, achieving financial success isn’t about picking the right stock, saving to the right account, or even finding the perfect advisory firm. Financial success is most often achieved through discipline, intention, and consistency.

 

Read More
Financial Planning, General Financial Plan..., Personal Finance, Personal Financial Pla..., Pre-Retiree, Retirement PlanningChip Hymillerfinancial planning, General Financial Planning, Personal Finance, personal financial planning