Posts in Mid Career Professional
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: Mid-Career Professionals: Savings Strategies

On this episode of Finance In A Flash, we continue our series on Mid Career Professionals by discussing different savings strategies. Erin and Nick discuss what types of accounts you should save to, and in what order. Do you save to a 529 education account before a 401k or a Roth before a personal brokerage account? We discuss these types of questions and more!

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Finance In A Flash: Get To Know Beacon's Team: Stephanie Murray

On this episode of Finance In A Flash, Nick Faulkner interviews Beacon's Planning & Operations Manager, Stephanie Murray. We really hope you enjoy this episode and get to know more about Stephanie as she talks about her personal life, her professional history, and how she contributes to Beacon's success.

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Finance In A Flash: Inherited IRA 10-Year Distribution Rule

In this episode of Finance In A Flash, we discuss the new 10-year Inherited IRA rules set forth by the SECURE Act in 2020. Chip and Nick discuss what this means for people who have inherited an IRA after 2020, and what scenarios or opportunities you should think about when withdrawing funds from your Inherited IRA.

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What Type of Retirement Plan is Best for Your Business?

Small business owners have a number of alternatives to choose from when it comes to establishing retirement plans for their business. Each plan type can vary in their contribution level and matching requirements, as well as their ongoing regulatory and administrative burden.

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Finance in a Flash: Get To Know Beacon: John Matto

On this bonus episode of Finance In A Flash, Nick interviews Beacon's Client Services Representative, John Matto. We really hope you enjoy this episode and get to know more about John as he talks about his personal life, how he goes into financial planning, and where he sees himself in the future.

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Finance in a Flash: Insurance Planning Series: Annuities

In this episode of Finance In A Flash, Nick & Chip continue the Insurance Planning Series and discuss "Annuities". They go through a general overview of annuities and discuss the three major types of annuities: Immediate Annuities, Fixed Annuities, and Variable Annuities.

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Finance in a Flash: Insurance Planning Series: Disability Insurance

On this episode of Finance In A Flash, we continue our insurance planning series by Discussing "Disability Insurance". Nick and Chip go over commonly asked questions and discuss the specifics of Disability Insurance policies as well.

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Finance in a Flash: Insurance Planning Series: Long-Term Care

On this episode of Finance In A Flash, we continue our Insurance Planning series by discussing Long-Term Care Insurance (LTC). If you are nearing retirement or already retired you should seriously look into this just because of the rising costs of nursing homes and skilled nursing care.

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Finance in a Flash: Insurance Planning Series: Life Insurance

In this episode of Finance In A Flash, we begin our Insurance Planning Series by discussing Life Insurance. We believe that life insurance serves an integral role in a family's overall financial health and answer important questions about life insurance including:

  • What are some reasons someone would need life insurance?

  • How much life insurance does someone need and what are factors when determining this?

  • Why is it a good idea to get life insurance sooner rather than later?

  • What is the difference between term and permanent life insurance?

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Finance in a Flash: Should I Buy Dividend Paying Stocks To Supplement My Income?

In this episode of Finance In A Flash we discuss a simple, yet popular question; “Should I buy dividend-paying stocks to supplement my income?” The answer to this question varies on a person-by-person basis, but for most, the answer is a resounding no. Let us explain on this podcast!

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Finance in a Flash: Financial Jargon

On this episode of Finance In A Flash Nick & Chip discuss Financial Jargon. They break down common words used in the finance industry, that people may have heard before, but don’t actually know what they mean! They go over terms such as asset allocation, stocks, risk tolerance, personal brokerage accounts, and market capitalization just to name a few!

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