‘Twas the Week Before Christmas
Twas the week before ChristmasAnd almost year-endAll the money’s been earnedAnd most of it spentWhere did it go, and what did it do?Who did you bless,...
19 December, 2024
We help you make great decisions.
Plain and simple. Interested?
Latest Posts
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2025 Contribution Amounts, Tax Bracket Changes, and Social Security Increases
We are close to year-end so we wanted to provide an update on 2025 tax brackets, Social Security benefits, and retirement plan contribution amounts. I...
12 December, 2024 -
2024 Finances Wrapped
Several years ago, Spotify started a viral marketing campaign which provided music streamers with a nicely packaged summary of their year in music lis...
05 December, 2024
Our Home
We are an SEC registered investment advisory firm located in beautiful Raleigh, NC in an early 20th century house we renovated in the spring of 2017. We feel it's an inviting setting for meaningful conversations about financial life plans. Click below to read more about the Beacon Philosophy.