Your Full-service Financial Advisor in Tennessee.

Understanding which factors in your life now will affect your retirement is a crucial step of financial planning. In this article, we’ll help answer a question we hear all the time: “How long will my retirement savings last?”

What exactly is infinite banking? How does it differ from traditional banking? And is it right for you and your retirement? Let’s take a look.

If you’re near retirement you have to make Social Security decisions, you’re clearly not alone. The good news is here at Beacon Capital Management we work to help you navigate these important life decisions.

As you save money for your future, have you ever projected what your monthly “paycheck” will be in retirement? The amount of monthly income you’ll need and recieve is an important number in your overall financial plan. So, what is a good monthly retirement income? Read this article to find out.

The FBI found that senior citizens lost almost $1 billion due to scams in 2020. The average loss per victim over age 65 was $9,175—but nearly 2,000 American seniors lost $100,000 or more. Here’s what to do if identity theft happens to you.

Are you approaching retirement? If so, have you lowered the risk you’re taking on in your investments yet? If you haven’t, 2023 probably stressed you out. Last year we saw several factors affecting the financial health of retirees: inflation was a big one.

Maybe you’ve already stopped working and you’re looking for a bit more confidence that your plan is on track. Or maybe you’re a savvy millennial looking even further down the road. Here are some ways you can bring stability to your retirement.

Whether you have a special needs child or grandchild—or you yourself have special needs—you probably feel the importance and the challenge of meeting your financial needs, too.

If you’re wondering how to avoid taxes on RMD payouts, let’s go over some strategies you can use to minimize their impact. 

Your investments, like your energy and water supply on a long-distance race, need to last throughout your retirement years.