What Does SECURE Act 2.0 Mean for You?
February 09, 2023
What Does SECURE Act 2.0 Mean for You? By Jake Preston Retirement emerges again as a bi-partisan issue in Congress. SECURE Act 2.0 was signed into law by President Biden…
Faith-based Investing Company Beacon Wealth Consultants Celebrates 25 Year Anniversary
January 10, 2023
Early proponent of Biblically Responsible Investing celebrates 25 years of serving Christian investors. Roanoke, VA – January 10, 2022 Beacon Wealth Consultants recently celebrated their 25th anniversary as a faith-based…
November 2022 Market Commentary – Generating Tax Alpha
December 05, 2022
Year-end tax surprises are no fun, and you may be surprised to learn that it’s possible owe capital gains taxes even though your account is down in value for the…
How do you save for your kids’ college expenses?
November 15, 2022
How do you save for your kids’ college expenses? By Jake Preston The average cost of college in the United States per student per year is $35,551 in 2022[1], a…
4 Financial Retirement Questions to Ask Yourself
October 12, 2022
4 Financial Retirement Questions to Ask Yourself Retirement is a goal shared by people of all walks of life and profession. The idea of being financially secure and spending time…
Watch Out for These Common Senior Scams
September 28, 2022
Watch Out for These Common Senior Scams In 2021, the Federal Trade Commission logged 467,340 fraud reports from people aged 60 and older for a total loss of $1,040,451,194[1]. These…
Is now a good time to do a Roth Conversion?
August 03, 2022
Is now a good time to do a Roth Conversion? by Jake Preston Periods of losses in the market are an inevitable result of investing. While certainly not enjoyable, downturns…
What are I Bonds?
July 20, 2022
What are I Bonds? Recent high inflation has thrust Series I savings bonds, or I bonds, into the spotlight. If you haven’t heard of I bonds before, or only just…
The Best Way to Make Money…According to the Bible
July 12, 2022
The Best Way to Make Money...According to the Bible Did you know that there are over 2,000 Bible verses about money and financial topics? Compared to around 500 verses each…
Finding Hope Despite High Inflation
June 22, 2022
Finding Hope Despite High Inflation Wednesday, June 15th, the Fed raised rates by another 0.75%. This is the largest rate hike since 1994 and indicates how seriously the Fed is…
Fear and Volatility
June 15, 2022
Fear and Volatility The turmoil in the markets and the economy continues. On Monday, June 13th, the markets dropped with the S&P 500 closing down 3.9%. Recent numbers show that…
Preparing for Your First Financial Planning Meeting
May 18, 2022
Preparing for Your First Financial Planning Meeting We’ve had the privilege of working with hundreds of individuals and families over the last 25 years; helping them reach their financial goals…
How to Choose a Financial Advisor
May 04, 2022
How to Choose a Financial Advisor If you’ve decided to work with a Christian financial advisor, congratulations, that is a decision that can have many positive benefits. Your next question…
8 Reasons to Work with a Financial Advisor
April 27, 2022
8 Reasons to Work with a Financial Advisor Most of us worry about our money, including financial advisors! Yet, despite these worries and the complexity of managing finances, many people…
The Ultimate Financial Planning Test: Disco Music
April 15, 2021
Money is a tool, a test, and a testimony Biblical financial advice is probably not what you think of when you hear the BeeGees on the radio. Even if you…