Finance in a Flash: Get To Know Beacon: Isaac Elsasser

On 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!

Education, Podcast, Investments, Personal Finance, Retirement Planning, Retiree, Pre-Retiree, TaxJohn MattoMarch 12, 2026podcast, investing, investment planning, tax planning

A Video Overview of Beacon!

Whether you are an existing client or newly interested in Beacon, please view this short video to learn more about what we do.

Company News, Financial Planning, General Financial Plan..., Mid Career Professional, Personal Finance, Personal Financial Pla..., Pre-Retiree, RetireeDave Trettel, CFP®February 19, 2026financial planning, General Financial Planning, personal financial planning, Personal Finance, Retirement Planning, retirement distributions, tax planning, investment planning, investment management

Catch-Up Contributions in 2026: What Investors Age 50+ Need to Know

If you’re an investor age 50 or older planning to make “catch-up” contributions to a retirement plan, 2026 brings several important changes to understand. These include updated contribution limits and a new mandatory Roth catch-up rule for high-income earners that could affect both your taxes and your take-home pay.

Corporate Sponsored 40..., Mid Career Professional, Pre-Retiree, Retirement PlanningErin Campbell, CPA/PFS, CFP®February 12, 2026401k, financial planning, Retirement Planning, Retirement Plans, 403B, 457, tax planning

2026 Numbers to Know

The IRS has announced contribution savings limits for retirement savings accounts for 2026. Make sure you let your payroll department know that you want to increase your contributions to these plans.

Corporate Sponsored 40..., Pre-Retiree, Retirement PlanningDave Trettel, CFP®February 5, 2026401k, financial planning, Retirement Planning, Retirement Plans, Roth IRA, IRA

Is Your Financial “House” in Order?

Here are several questions you should ask yourself to ensure you have taken the necessary precautions in the event something unforeseen should happen:

Financial Planning, General Financial Plan..., Mid Career Professional, Personal Finance, Personal Financial Pla..., Pre-Retiree, RetireeDave Trettel, CFP®January 29, 2026financial planning, General Financial Planning, personal financial planning, Estate Planning

Be Diligent, Scams are a Constant Threat!

While scams can be tricky, there are several steps you can take to protect yourself and avoid falling victim to fraud.

Eldercare, Personal Finance, General Financial Plan...Dave Trettel, CFP®January 26, 2026fraud, scams, financial planning, Personal Finance, phishing, spam

Tax Planning Strategies

It is always a good idea to periodically review your tax situation to identify opportunities to reduce your tax liability and strengthen your overall financial strategy. Proactive tax planning throughout the year can help ensure you are taking full advantage of available planning opportunities.