Discover what we do,
and why we do it.
Come meet the team at
Beacon Wealth Advisors.
Learn how we help accomplish
our client's goals.
Why Choose Beacon Wealth Advisors?
At Beacon Wealth Advisors, Inc., we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
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Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
One way to find money is to examine your current spending habits and eliminate money wasters.
Calculating your potential Social Security benefit is a three-step process.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
What can be learned from the savings rate?
At what point can you call a personal vehicle commercial?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.