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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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When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Marriage changes everything, including your insurance needs.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The item most homeowners forget on their home improvement project checklist is insurance.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
A special needs trust helps care for a special needs child when you’re gone.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Are you ready for retirement? Here are five words you should consider.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.