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Finance
Dusty Beam | Feb 1, 2022

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
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Professionally dressed man and woman looking at a tablet
Dusty Beam | Jan 25, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Dusty Beam | Jan 18, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Diverse colors of candy.
Dusty Beam | Jan 11, 2022

Why Diversifying Your Portfolio is Important

Investments
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also
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Dusty Beam | Jan 4, 2022

Why Should I Think About Retirement Planning?

Retirement

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in

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Dusty Beam | Dec 28, 2021

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Dusty Beam | Dec 21, 2021

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Finance
Dusty Beam | Dec 14, 2021

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
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Savings
Dusty Beam | Dec 7, 2021

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Stock
Dusty Beam | Nov 30, 2021

Why Do People Invest in Stocks?

Investments

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the

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Finding the Right Financial Advisor
Dusty Beam | Nov 23, 2021

Finding the Right Financial Advisor

Finance

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo

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Dusty Beam | Nov 16, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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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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