As investment advisers it is important to have an understanding of the economy and its direction. Here are descriptions of several common economic indicators and what they can tell us about the economy.
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Long term care costs are expensive and rising every year. For many, a two or three year stay in a skilled nursing facility could cost several hundred thousand dollars and potentially wipe out a retirement nest egg. Find out the things you should know when it comes to long term care and long term care insurance.
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Should you buy a rental property and if so, what information do you need for your taxes? When it comes to taxes, everyone wants to know what they can “write off” for tax purposes. In this article, we explore some of the tax benefits of a rental property.
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With nationwide college costs continuing to rise, it has never been more important for parents to develop a savings strategy to help cover these costs.
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I Bonds may be an alternative to cash and money market and offer a level of inflation protection for conservative investors. I bonds protect against both inflation and deflation and are a tax-deferred investment.
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When a loved one passes away, there are many financial decisions that need to be addressed. Anyone who has gone through this process will tell you that it can be overwhelming and stressful. For those who have, or will be receiving an inheritance, it is important to understand the tax implications, so you can make decisions that are consistent with your personal circumstances.
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Very few things in life are as difficult as being a long term investor! Especially when there is so much uncertainty in the world. In times like this, we believe it is important that to keep your emotions in check and focus on the opportunities of the future.
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Learn more about the newest member of Beacon’s staff, Patrick Lamprey.
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Find out the maximum contribution limits that can be made to most retirement savings accounts including 401(k) plans, 403(b) plans, traditional and Roth IRAs for 2022.
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Should you invest in stocks at a market peak? This article explores historical results when investing at a market peak and steps you should take to increase your probability of long term success.
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In this web presentation, Erin Campbell, CPA/PFS, CFP® discusses various tax saving strategies to consider. Among them, she discusses tax-loss and investment gain "harvesting," qualified charitable deductions (QCDs), donor advised funds and Roth IRA conversions.
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This is a replay of our most recent webinar: "End of Year Tax Planning Strategies". During this webinar, Beacon’s team will provide important updates on 2021 tax laws and discuss several “Tax Planning Strategies” including: Tax-Loss Harvesting, Charitable Gifting, Roth Conversions, Maximizing Retirement Plan Contributions.
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On this episode of Finance In A Flash, we continue our series on Mid-Career Professionals by discussing Insurance. Chip and Nick discuss what types of insurance you should consider as a Mid-Career Professional, and what you should think about when determining how much insurance to purchase.
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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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In this webinar, Beacon Financial Strategies’ Certified Financial Planner Professionals discuss a number of charitable gifting techniques.
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On this episode of Finance In A Flash, Nick Faulkner interviews Erin Campbell. Erin is a Founder and Principal of Beacon and serves as the firm's Tax and Financial Planning Manager. We really hope you enjoy this episode and get to know more about Erin as she talks about her personal life, professional history, and how she came to form Beacon Financial Strategies.
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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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This is a replay of our live webinar held on September 29, 2021. We will discuss several “last minute” considerations associated with those who will be retiring soon.
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On this special episode of Finance In A Flash, we interview Chip and Erin on the history of Beacon Financial Strategies. We discuss the story of Beacon, the background of how Chip, and Erin met to form Beacon and the vision of Beacon moving forward!
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Does the world feel out of control? There is so much uncertainty in the world and most investors feel powerless when it comes to investing and accumulating assets for long-term financial goals. And it is no wonder: some of the financial, economic and political challenges we are currently experiencing are on a global scale and unprecedented.
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