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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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Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
An inside look at how marginal income tax brackets work.
Five strategies for managing your student debt.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Ascertaining the value of your business is important for a variety of reasons.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Recent changes in estate tax laws could affect the strategy you have in place.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Are you ready for retirement? Here are five words you should consider.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
$1 million in a diversified portfolio could help finance part of your retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?