Posts in General Financial Plan...
Considerations for End of Year Tax Planning

As the year winds down, it is always a good idea to review your tax situation to determine if there are ways to reduce your tax liability or take advantage of financial planning opportunities that may exist.  Here are several items that may warrant consideration prior to the end of the year.

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Make Maximum Use of Your Most Scarce Resource

I am at the age where I am really beginning to realize how fragile life can be at times. Recently, we learned that former University of North Carolina basketball great, Eric Montross had lost his battle with cancer and died at the young age of 52.

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Finance In A Flash: Mid-Career Professionals: Investment Strategies

On this episode of Finance In A Flash, we continue our series on Mid-Career Professionals by discussing Investments. Chip and Nick discuss how you can maximize your investment strategy as a Mid-Career Professional, as well as the different types of investment accounts you should consider.

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Finance in a Flash: Get To Know Beacon's Team: Chip Hymiller

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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When it Comes to Life Insurance - Know Your Options

The idea is simple—get enough life insurance to protect your family from the potentially devastating impact of an unexpected death. While the concept is straight-forward, as with many components of financial planning, deciding on the appropriate type and coverage level of life insurance is not quite that easy.

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