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How to Care for Aging Parents
Jul 19, 2024 | Articles, Financial Planning, Healthcare, Legacy
Caring for your aging parents can feel complex and emotional, but also rewarding. Here are the steps you can take to create your plan of care.
How to Prevent Identity Theft
Jul 16, 2024 | Articles, Financial Planning, Healthcare, Legacy, Wealth Management
Follow these tactical steps to prevent identity theft and keep your personal information out of the wrong hands.
Retirement Messages: Crafting the Perfect Send-off for Family, Friends, and Colleagues
May 27, 2024 | Articles, Financial Planning, Legacy
Finding the perfect words to make your friend, family member, or colleague feel celebrated can be challenging. Here’s how to craft memorable and creative retirement messages.
How to Avoid Child Identity Theft
May 20, 2024 | Articles, Financial Planning, Legacy, Wealth Management
Get an in-depth understanding of child identity theft, how to detect this crime, and preventive steps your family can take before it’s too late.
How Long Will My Retirement Savings Last?
Apr 11, 2024 | Articles, Financial Planning
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?”
Is Infinite Banking a Good Strategy for Retirement?
Apr 3, 2024 | Articles, Financial Planning, Wealth Management
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.
When to Apply for Social Security
Mar 4, 2024 | Articles, Financial Planning, Social Security
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.
What Is a Good Monthly Retirement Income?
Jan 31, 2024 | Articles, Financial Planning, Social Security, Wealth Management
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.
What to Do if Your Identity Is Stolen
Jan 12, 2024 | Articles, Legacy, Wealth Management
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.
What Is An Immediate Annuity and When Do Payments Start?
Jan 4, 2024 | Articles, Financial Planning, Legacy, Wealth Management
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.
Bringing Stability to Your Retirement
Nov 13, 2023 | Articles, Financial Planning, Taxes, Wealth Management
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.
Everything You Need to Know About A Special Needs Trust
Sep 22, 2023 | Articles, Healthcare, Legacy, Wealth Management
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.
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