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and why we do it.
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Beacon Wealth Advisors.
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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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The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Around the country, attitudes about retirement are shifting.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
It's important to understand the pros and cons when considering a prepaid debit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Smart investors take the time to separate emotion from fact.
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Making the most of surprises is a great reason to work with us.