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A teenager holding a yellow and blue longboard talking to her friend
Dusty Beam | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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beach retirement
Dusty Beam | Jul 12, 2022

Start Saving for Retirement Today

Retirement

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social

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Mother and child working on a laptop together
Dusty Beam | Jul 5, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Dusty Beam | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Stock-image
Dusty Beam | Jun 21, 2022

New Home Financing Checklist

Estate Planning
Property
Finance
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat
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Cards-wallet
Dusty Beam | Jun 14, 2022

Credit Cards versus Debit Cards

Savings
Credit
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take
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Two yellow balloons with smiley faces on them
Dusty Beam | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Dusty Beam | May 31, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Investing
Dusty Beam | May 24, 2022

How to Start Investing

Investments
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?
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Man in a graduation cap and gown
Dusty Beam | May 17, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Avoiding Retirement Woes
Dusty Beam | May 10, 2022

Avoiding Retirement Woes

Savings
Retirement

How to Avoid Retirement Woes

According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact

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Img
Dusty Beam | May 3, 2022

Is a Reverse Mortgage Right for You?

Finance
Property
In recent years, reverse mortgages have been enthusiastically marketed to homeowners ages 62 and over. Optimally designed for homeowners with at least 50
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Please view the background of your Financial Advisor, Dustin Beam, on FINRA’s BROKERCHECK.

The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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