How Do You Envision Your Retirement Years?
Several years ago, I stopped asking my clients when they wanted to retire. I came to the realization that it was a difficult question to answer. One o...
20 September, 2023
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Latest Posts
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The Liturgy of Financial Planning
One of my favorite books is The Liturgy of the Ordinary by Tish Harrison Warren. In her book, Warren discusses how many of the most mundane tasks and ...
14 September, 2023 -
The IRS On Its Heels
Since 2010, there have been no fewer than five significant changes to the tax code. It began with the passing of the Affordable Care Act, which added ...
07 September, 2023
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.