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!

Education, Podcast, Investments, Personal Finance, Retirement Planning, Retiree, Pre-Retiree, TaxJohn MattoJanuary 23, 2024podcast, investing, investment planning, tax planning

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.

General Financial Plan...Chip Hymiller, AIF®, CFP®January 18, 2024Retiree, Pre-Retiree, Mid-Career Professional, financial planning, Health Insurance, life insurance, insurance, long term care, long term care insurance, Will, Estate Planning, Trust