Finance In A Flash

On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Revocable Living Trusts. Chip and John discuss key components of a Revocable Living Trust including:  the primary purposes, how they are handled from a tax perspective, and other reasons to consider this estate planning tool!

On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Wills.  Chip and John discuss what the purpose of a will, how they are used and the important decisions that need to be made when determining the provisions within a will.

On this episode of Finance In A Flash, we continue our series on Estate Planning by discussing Probate. Chip and John discuss what probate actually means, the assets included in the probate process, what assets are NOT included in the probate process, and so much more! 

On this episode of Finance in a Flash, Chip and John kick off our series on Estate Planning. We discuss asset titling and the importance of understanding how different  assets are titled!

In this episode of Finance in Flash Chip and John give an update on the Economy and Financial Markets. Chip and John talk performance, inflation, planning opportunities, and much more! 

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

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.

If you want to learn more about us or our company go to BeaconFinancialStrategies.com

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.

If you want to learn more about us or our company go to BeaconFinancialStrategies.com

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.

If you want to learn more about us or our company go to BeaconFinancialStrategies.com

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.

To learn more about us or our company go to BeaconFinancialStrategies.com