Finance in a Flash: 2024 Tax Preparation

On 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! 

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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: Get To Know Beacon: Patrick Lamprey

On 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! 

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Finance in a Flash: "Which Account?" Part 1: Distributions

When 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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Finance in a Flash: Tax-Efficient Investing and the Importance of “Asset Location”

On this episode of Finance in a Flash Chip and John sit down to discuss, tax-efficient investing and the importance of “Asset Location.”  Chip and John talk about which types of investments should be held in which accounts and why that may vary based on your stage in life.  

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An Estate Planning Review Checklist

When it comes to financial planning, one of the easiest and most important things to accomplish is an overall review of your estate plan. We suggest that you review your estate plan every couple of years or when there are changes in your family that may impact your estate planning. Here is a checklist of estate planning items to review that may be helpful.

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Teaching Your Grandkids About Money

You can definitely make a difference is with your grandchildren’s personal financial education. Teaching kids early will build a lifetime of good financial habits. How can we help them develop good financial habits? By taking advantage of the fact that they really are already watching and learning from what we do and say.

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