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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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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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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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Two men sitting at a table and having a conversation
Dusty Beam | Apr 26, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Dusty Beam | Apr 19, 2022

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
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Elderly woman doing yoga in a park
Dusty Beam | Apr 12, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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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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