Financial Planning
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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