Category: Financial Planning

Tips for Overcoming the Most Common Investment Errors

By: Chad Hamilton, CFP Traditional economics assumes we act rationally when making financial decisions, and we always act in alignment with our own economic self-interest. According to economic theory, we…
Read More

028 – Talking About Money in Your Marriage

Is money a hot topic for discussion in your marriage? Join Cassie Laymon and guest Dr. Bruce McCracken, founder of House on the Rock Family Ministries and Fan the Flame…
Read More

What is the Evangelical Council for Financial Accountability?

by: Mike Sunderland, CFEI®, Wealth Advisor Have you ever hesitated to give to an organization because you are not familiar with who they are or do not know for certain…
Read More

025 – The Stewardship Journey Part II

In today's episode of the True Wealth Spotlight, Rick and Cassie discuss Waypoint three on the Stewardship Journey, where you are moving from "stable" to "solid" on the financial planning…
Read More

Waypoint 4: Full Sail

By Rick Laymon, CFP® If you have made it to Waypoint 4, a BIG CONGRATS to you! Many folks never make it this far or beyond on The Stewardship Journey.…
Read More

Waypoint Three: The Voyage

by: Cassandra Laymon, CFP®, MBA By now, you are well on your way through the Stewardship Journey! While I’m covering one waypoint per week, some of these stops require months,…
Read More

024 – The Stewardship Journey Part 1

At Beacon Wealth Consultants, we offer to take our clients on "The Stewardship Journey." This process consists of taking you and your finances from the early stages of budgeting, giving…
Read More

The Stewardship Journey Waypoint 2: Setting Sail

by: Cassandra Laymon, CFP®, MBA Last week we discussed some basic but very important steps to gaining confidence and becoming a good financial steward with your money: Consistent Tithing Pay…
Read More

Waypoint 1: Getting Your Financial House in Order

Cassandra Laymon, CFP®, MBA Last week we reviewed some of the initial steps you should take for a strong financial start in life.  If you are not just starting out…
Read More

Let’s Start at the Very Beginning…

by: Cassandra Laymon, CFP®, MBA Last summer my soon-to-be high school senior, Sam, took a required Financial Literacy course at his school. As a financial advisor, I thought this was…
Read More

023 – What does a Chief Investment Officer do?

This month we welcome Hillary Sunderland, Chief Investment Officer (CIO) at Beacon Wealth Consultants to talk about the responsibilities of her role, and how a CIO can support you and…
Read More

When Should I Start Taking My Social Security Benefit?

by: Cassandra Laymon, CFP®, MBA As a financial advisor, I’m often asked the question, “When should I start taking my Social Security benefit?”  As in all cases of financial planning,…
Read More

Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?

by: Cassandra Laymon, CFP®, MBA Financial planning is a little more straightforward in the accumulation phase, which means the years that you are working and saving for retirement. Once you’ve…
Read More

021 – How do financial advisors get paid?

If you've ever wondered how your financial advisor gets paid, you're not alone!  There are several ways advisors get paid, depending on the type of service they are providing for…
Read More

How Does My Account Grow? The Difference Between Capital Gains, Dividends and Interest

by: Cassandra Laymon, CFP®, MBA Over the past few weeks we’ve talked about different investments (or assets) including stocks, bonds and mutual funds. We also reviewed the meaning of “the…
Read More
1 2 3 4

Archives

1 2 3 4