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:
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
How to help determine life insurance needs to provide for your family after you pass away.
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding the economy's cycles can help put current business conditions in better perspective.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There are four very good reasons to start investing. Do you know what they are?
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Understanding the cycle of investing may help you avoid easy pitfalls.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What is your plan for health care during retirement?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate conservation is too important to put off. Do you have a smart exit strategy?