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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How Stocks Work
Understanding how a stock works is key to understanding your investments.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
If you find it hard to attain personal life goals, there’s an app for that!
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.