Mailbag: Answering listeners financial planning questions

College admissions tips and education funding updates for National 529 Day

This episode of Beacon’s Spotlight takes a fresh look at college planning from two important angles: admissions and funding. First, I cover practical college admissions tips for families that are starting to plan for the undergraduate application process. Next, I highlight recent 529 plan updates that may create more flexibility for K-12 expenses, additional credentialing, and grandparents helping with education costs.

Opportunity zones and real estate exchange strategies with Joe Kinglsey

Tune in to Beacon's Spotlight as I discuss strategies with Joe Kingsley from Inland, to exchange real estate in a tax favorable manner. We also break down Opportunity Zones and the tax law changes coming in 2027 to make them even more attractive.

Mailbag: Answering listeners financial planning questions

For our first mailbag episode, David helps the audience navigate through retirement income decisions including when to elect Social Security and what factors may help you decide on the timing. Then we pivot back over to the estate planning angle to touch on a specific type of trust and how it can be implemented.

Building a Reputable Brand with Beth Woodruff

Beth Woodruff joins Beacon's Spotlight to highlight the key steps in developing and growing a successful brand.

Advanced Estate Planning Strategies with attorney John Long

John Long, partner @ Stewart Law, joins Beacon's Spotlight to discuss some more advanced estate planning strategies. First we tackle intentionally defective grantor trusts (IDGTs) and the benefits to using these. We then pivot to Family Limited Partnerships or LLCs and the differences there. Finally, we look into business succession planning for our entrepreneurs and business owners.