This article examines relevant investment and economic data for the first quarter of 2019.
This article examines relevant investment and economic data for the fourth quarter of 2018.
In recent days the increase in stock market volatility has resulted in renewed anxiety for many investors. Since October 1st, U.S. stocks (as measured by the S&P 500 Index) have declined by nearly 13% and are down more than 3% year to date. International stocks have fared even worse declining by a bit more than 14% this year so far. …
Our very own Chip Hymiller was recently featured in an article addressing recent market volatility, read the article here.
Just a quick reminder that Medicare Open Enrollment begins on October 15 and runs through December 7. Any changes made will be effective January 1, 2019, more details about this process are in the article.
This article examines relevant investment and economic data for the third quarter of 2018.
The U.S. stock market has really been on a tear! This is especially true when comparing the performance of U.S. stocks to international stocks. You will note in the table below that over the last year the S&P 500 (U.S. stocks) has outperformed its international counterpart by more than 22%! This disparity in performance becomes even more magnified when considering …
Meet the newest member of the Beacon team, Nick Faulkner. Nick attended the University of North Carolina at Wilmington where he earned a Bachelor of Science in Business Administration with a concentration in Finance. Having worked at an independent financial planning and wealth management firm, as well as in the insurance industry, Nick has experience in key areas of the …
Required Minimum Distribution (RMD) Fast Facts: Required Minimum Distributions (RMDs) are based on: December 31st account values and… A person’s life expectancy There is currently no annual RMD requirement on Roth IRAs Neglecting to take a RMD can result in a penalty of 50% on the amount of the required to be withdrawn Required Minimum Distributions: A Deeper Look Those …
There is no doubt that people are living longer and enjoying a higher quality of life in their retirement years. Given the high demand of retirement communities, which can include independent living and assisted living alternatives, many are taking a proactive approach in evaluating and moving into these communities—prior to health changes that could warrant the necessity to move in. …
We have recently moved our office. We are still located on Six Forks Rd., but we are now located about a mile south of our prior location. The following is our new address: Beacon Financial Strategies 7100 Six Forks Rd., Ste. 135 Raleigh, NC 27615 We are located in the MyEyeDr building. Enter our office from the lobby – we …
Chip Hymiller, CFP® and Erin Campbell, CPA/PFS, CFP® principals of Beacon Financial Strategies, are pleased to announce that William “Bill” Dix, CFP®, founder of Raleigh-based Fortune Management, LLC, has joined the firm. “We are very excited to have the opportunity to work alongside an industry veteran with the knowledge, experience and reputation that Bill brings to the table,” said Chip …
Chip Hymiller, CFP® was recently quoted in US News & World Report article titled Who Invests Better: Men or Women?
Chip Hymiller, CFP® was recently featured in Money’s Ask the Expert column. Chip provided some key insights into the reader’s question regarding his ability to retire, as well as, retirement planning considerations in general.
Beacon participated in Kiplinger’s Jump Start Your Retirement campaign. The purpose of this event was to provide expert retirement planning advice to those with various financial challenges. During this pro-bono event, advice was given in the areas of Social Security benefits, tax planning and saving for retirement among others.
It is very hard to believe, but Beacon Financial Strategies recently celebrated our 10th year in business. While so very much has changed over the last 10 years, one thing remains the same—we absolutely love our “jobs!” We would like to extend our sincerest gratitude to those of you who have entrusted Beacon to provide financial guidance to you and …
On Friday, September 19, 2014, Beacon professionals joined hundreds of CPAs across the state who participated in the NC Association of Certified Public Accountants’ day of service. Erin Campbell and Chip Hymiller volunteered with about 50 other CPAs at the Food Bank of NC sorting and packaging donated foods. It was great to get out of the office and spend time helping others!
Chip Hymiller, CFP® was recently interviewed on the show Community Matters with host, Bill LuMaye. The topic for the show was financial wellness. Chip’s segment of the show highlighted the need to prioritize financial goals, manage debt and develop a strategic long term plan.
On May 12th, Beacon Financial Strategies was a proud sponsor of the Breathe Deep 1st Annual Golf Classic in Memory of Ray Charbonneau. The event, held at MacGregor Downs Country Club in Cary, NC was organized to benefit LUNGevity whose vision is “A world where no one dies of lung cancer.”
Beacon Financial Strategies was pleased to join other businesses and organizations across North Carolina for the second annual Certified Public Accountant (CPA) Day of Service.
Chip Hymiller, CFP® and Erin Campbell, CPA/PFS, CFP® presented at the NC Association of CPA’s Hot Topics Conference on August 23, 2013.
Kiplinger magazine has partnered with a nationwide network of financial advisory firms, including Beacon Financial Strategies, to provide pro-bono financial advice on Thursday, February 7th and Tuesday, February 12th from 9am to 5pm. Click here for more details.
The News & Observer recently interviewed Chip Hymiller, CFP® to ask his opinion about the Fiscal Cliff and what it could mean for investors. Click here to read his response.
Beacon Financial Strategies’ Erin Campbell was recently interviewed to promote Making Cents, a financial literacy event. Beacon has been a proud sponsor of this wonderful event since its inception in 2009. Check out Erin’s interview…
Chip Hymiller, CFP® and Erin Campbell, CFP®, CPA/PFS, along with thousands of financial and accounting professionals throughout the state, volunteered their time on the inaugural CPA Day of Service.
Chip Hymiller, CFP®, a principal with the Raleigh based financial planning firm, Beacon Financial Strategies, spoke at the North Carolina Association of Certified Public Accountants’ 2012 Emerging Leaders Conference.
Erin Campbell, CPA, CFP®, a principal with the Raleigh-based fee-only financial planning firm, Beacon Financial Strategies, has recently been elected Chair of the North Carolina Association of CPA’s Young CPA Cabinet. In her role, Erin will lead the Cabinet as they plan networking and community service events for young CPAs throughout the state.
Chip Hymiller was asked to make a number of financial predictions for 2012. Click on the following link (predictions for the new year) to see what he said.
Beacon Financial Strategies feels strongly about the cause of financial literacy. We believe that it is our responsibility to help educate today’s youth and help make them fiscally responsible contributors to our community. We were privileged to team with the NC Association of CPAs to help advance this cause and sponsor Making Cents – a financial literacy event targeting young …
Erin Campbell is interviewed by Mitchell Lewis, host of the PBS series NC Now. In Erin’s segment (starting at the 5:05 mark in the video), she discusses ways to prepare financially for disasters.
Beacon Financial Strategies, a fee-only financial planning firm based in Raleigh, NC, will be participating in the “Your Money” bus tour in Raleigh on January 19. At this event, local financial advisors will be providing pro bono financial advice.
Beacon Financial Strategies, a fee-only financial planning and wealth management firm, in conjunction with the North Carolina Association of Certified Public Accountants (NCACPA) will sponsor a financial literacy event for students in grades 9-12, parents, and teachers from Wake County and surrounding areas.
Erin Campbell, CPA/PFS, CFPO, a principal with the Raleigh-based Beacon Financial Strategies, has been selected for membership into the National Association of Personal Financial Advisors (NAPFA). NAPFA members receive no commissions or other compensation for selling financial products.
Erin Campbell, CPA/PFS, CFP®, a financial planning expert with the Raleigh-based Beacon Financial Strategies, has recently been awarded the Personal Financial Specialist (PFS) Credential by the American Institute of Certified Public Accountants (AICPA).
Erin Campbell, CPA, CFP®, a principal with the Raleigh-based fee-only financial planning firm, Beacon Financial Strategies, has recently been elected Treasurer of the Greater Raleigh Chapter of the National Association of Women Business Owners (NAWBO).
“Recognizing potential scams and taking a proactive approach to preventing them are the primary factors in avoiding both financial scams and identity theft,” said Hymiller. “Hopefully, creating public awareness of the more common financial scams will help avert them in the future.”
Erin Campbell, CPA, CFP®, will speak to the clients of Triangle Family Services on February 20, from 6:00 p.m. until 7:30 p.m. at the Durham office, and on February 26, from 6:00 p.m. until 7:30 p.m. at the Raleigh office. Campbell’s informative presentation will include information on the basics of tax filing and the important reasons to file tax returns.
Nathan R. “Chip” Hymiller, III, a principal with the Raleigh-based Beacon Financial Strategies, has been accepted for membership into the National Association of Personal Financial Advisors (NAPFA).