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.
Please check us out at:
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
A change in your mindset during retirement may drive changes to your portfolio.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
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.
There are some key concepts to understand when investing for retirement
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.
With alternative investments, it’s critical to sort through the complexity.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The market is as unpredictable as the weather. We’d love to help you prepare.
All about how missing the best market days (or the worst!) might affect your portfolio.