Articles and ideas on planning, investing, and the decisions that shape your financial life from the Beacon Financial team and our affiliated advisory practices.
Both Traditional and Roth 401(k)s grow tax-deferred — the difference is timing. A clear look at how each works, the key factors that shape the decision, and common misconceptions worth clearing up.
Managing your own money well is admirable. But there's a difference between a financial life that's capable and one that's coordinated. Here's what a financial planner actually does — and where going it alone tends to leave gaps.
A portfolio tells you what you own. A financial plan tells you why. Four questions that reveal whether your investments are truly working together — and what to do if they aren't.
Paying tax on a conversion now to avoid it later is a delayed-gratification problem before it is a tax problem. Tropp O'Toole James starts with the research on willpower and self-control, then works through when a Roth conversion actually makes sense.
Whether AI valuations amount to a bubble depends a great deal on who you ask. FNA looks at what actually defines one, and how to think about exposure without either chasing the theme or avoiding it altogether.
Beacon Financial
Tropp O'Toole James
FNA Wealth Management