Beacon Financial Strategies

10/29/2025

Are you ready to launch your career in the wealth-management industry? We are looking for a Financial Advisory Rotational Program Associate to join our team. This is a great position for someone with a financial mind, who loves helping others!

Beacon is hiring for our Financial Advisor Associate Rotational Program!

08/04/2022

www.beaconfinancialstrategies.com/blog/charitable-contributions-from-iras

If you are over age 70.5, you are eligible to make a qualified charitable distribution (QCD). By doing so, you can benefit your favorite charities, while excluding up to $100,000 annually from your gross income.

07/15/2022

Mission accomplished! Beacon securely shredded and recycled our client’s old computers. It feels great keeping our client’s personal information safe and out of the hands of criminals!

01/14/2022

Are you a person who is curious, driven to learn and enjoys being a part of a team? Do you think the world of personal financial planning and investing is interesting and would like to enter this field as a Client Service Representative? If so, we would love to connect with you! This is an entry-level position with room for advancement.

Are you a person who is curious, driven to learn and enjoys being a part of a team? Do you think the world of personal financial planning and investing is interesting and would like to enter this field as a Client Service Representative? If so, we would love to connect with you!

10/08/2021

The weeks and months leading up to your retirement can present a number of financial planning opportunities. Check out a replay of our September 29th webinar and learn how you can make the most of this time.

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.

05/18/2021

With the recent news that AT&T will slash its dividend by about 45%, I'm reminded of our recent podcast. Dividends are never guaranteed and are one of the first things to be cut when companies struggle.

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!

04/22/2021

Happy Earth Day! I hope you are able to get out and enjoy it. Here is Chip's view from a recent family trip to the mountains.

03/24/2021

Have you registered for our free upcoming March Madness webinar on March 30th? Click the link below to learn more and register today!

It’s March Madness and we are very excited to host a live webinar on March 30th at 12PM EST! We will have a special guest speaker, Moulaye “Mou” Niang and you are going to love his story!

02/25/2021

This tax season is going to be a challenge. The IRS is experiencing many Covid-related delays that are impacting most taxpayers. Check out Erin Campbell's recent web presentation that discusses why you may want to consider extending your 2020 tax return.

Is the IRS ready to begin processing 2020 tax returns? Should you consider delaying your filing or file an extension? Find out from a tax and financial planning expert what you need to know when it comes to your 2020 tax return.

09/17/2020

During these unusual times, our team at Beacon Financial Strategies has had to find new and creative ways to stay connected. One of the many ways we have stayed connected is with our daily Zoom meetings which we like to call “Beacon’s Morning Huddle”. Every morning, while sipping our coffee, we meet and go over the day ahead of us. During these meetings, we also take the time to catch up with one another. Our mornings are filled with productive conversations about the day ahead and many laughs! “Beacon’s Morning Huddle” ensures we are all on the same page and the positive energy from the meetings is always a great way to start a productive day!

08/13/2020

On this episode of Finance In A Flash, Nick & Erin take a deep dive into Roth conversions. They start with the basics by defining what a Roth conversion is and then transition into deeper topics by describing different scenarios on when it makes sense to use this strategy!
https://www.beaconfinancialstrategies.com/blog/finance-in-a-flash-what-are-roth-conversions

07/30/2020

NEW PODCAST ALERT! On this episode of Finance In A Flash, we introduce another member of our staff at Beacon, Erin Campbell. Erin is a principal and a co-founder here at Beacon, who also has her CFP & CPA designations. We discuss the advantages of having a tax professional on your side and the possible pitfalls people may face when doing their taxes.
https://www.beaconfinancialstrategies.com/blog/podcast-finance-in-a-flash