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.
Read MoreThe IRS has announced contribution savings limits for retirement savings accounts for 2025.
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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.
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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 MoreFor 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.
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Target Date funds have grown in popularity over the last decade especially inside employer benefit plans such as 401Ks. On the surface, they all seem to be exactly the same. First, you pick your fund based on your anticipated retirement date. Then you let the manager handle the rest – they utilize their glide path and make the portfolio more conservative as you approach retirement. While true, behind the scenes there are subtle differences that investors should be aware.
Read MoreSince 2004, much has changed, but one thing has remained constant: our unwavering commitment to helping our clients. As we’ve matured and experienced life’s ups and downs ourselves, we’ve come to truly appreciate the value of the advice Beacon provides and the difference it makes for our clients.
Read MoreMany underestimate their understanding of basic financial matters, leading to a lack of confidence and possibly anxiety. In reality, there is really just one simple “secret formula” that people who are financially successful do—they Pay Themselves First.
Read MorePortfolio rebalancing is an integral part of the investment management process. On this episode of Finance In A Flash, Chip and John sit down to talk about the concept of rebalancing and discuss the benefits of implementing a portfolio rebalancing strategy.
Read MoreThe IRS has announced contribution savings limits for retirement savings accounts for 2024. All the maximum contributions to retirement plans have increased by $500. Make sure you let your payroll department know that you want to increase your contributions to these plans.
Read MoreOn this episode of Finance in a Flash we welcome a special guest to the podcast. Stephanie Murray, Stephanie is Beacon’s Planning and Operations Manager. Stephanie is an Enrolled Agent—a federally licensed tax practitioner as well as a Certified Financial Planner™. John and Stephanie sit down and discuss important tax forms, the tax preparation process, and much more!
Read MoreBeacon recently hosted a live webinar for clients and friends where we discussed financial markets and year-end planning opportunities! Check out this webinar to get our take.
Read MoreOn this episode of Finance in a Flash, Chip and John explore why we prefer mutual funds and ETFs versus individual stocks!
Read MoreOn this episode of Finance In A Flash, John interviews Beacon's Client Services Representative, Patrick Lamprey. We really hope you enjoy this episode and get to know more about Patrick as he talks about his personal life, how he got into financial planning, and his time here at Beacon so far!
Read MoreGetting married is one of the biggest decisions of any persons life. On this episode of Finance in a Flash, Chip interviews John to discuss making financial decision as newly weds.
Read MoreFor better or worse, the financial decisions that young adults make have an ongoing impact on their lives. On this episode of Finance in a Flash, Chip and John give some advice to recent graduates on how to build a solid financial foundation.
Read MoreMaking the decision to retire is a difficult one. On this episode of Chip and John discuss the moving parts, many unknowns and variables that are at play that can impact the outcome and ultimately the probability of a successful retirement.
Read MoreOn 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!
Read MoreIs it best to contribute to your company sponsored 401k plan, a Roth IRA, or a personal brokerage account? The answer depends on many factors. Chip and John hash out some of those factors on this episode of Finance in a Flash!
Read MoreWhen it comes to taking account distributions, which account is best - IRAs, Roth IRAs, Brokerage accounts or 401k plans? Chip and John discuss tax strategies and other considerations to take into account when deciding which account to take a distribution from!
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