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Everything You Need to Know About A Special Needs Trust
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.
How to Take RMDs to Avoid Taxes
If you’re wondering how to avoid taxes on RMD payouts, let’s go over some strategies you can use to minimize their impact.
Refining Your Investments After Retirement
Your investments, like your energy and water supply on a long-distance race, need to last throughout your retirement years.
How to Reduce Taxes in Retirement
Unfortunately, taxes follow us into retirement—but proper planning can keep them from stealing from your hard-earned income when you need it most. Here’s how to reduce taxes in retirement.
10 Reasons to Attend a Financial Seminar (Before You Retire)
Maybe you’ve wondered, is a financial seminar legit? Will you just be sold to? Most importantly, is it worth your valuable time?
Is Inflation Going Down?
The CPI tracks the cost of essential expenses like food, housing, energy, and more. The fact that the CPI has only increased 0.1% over the last month is promising.
How to Retire at 50
If you’re committed, here are the steps we recommend if you’re asking, “Can I retire at 50?”
The Best Retirement Planning Books in 2023
There’s a level of deep, holistic learning and “aha!” moments you get from retirement planning books. Here are the reads we suggest for family, friends, and clients alike.
Why Is Succession Planning Important?
Written by Pete Benson, Co-founder of Beacon. Unfortunately, all good things must come to an end: Your favorite TV series, a bowl of ice cream, your time overseeing your...
Estate Planning for Small Business Owners
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
The Best Retirement Party Games (For an Unforgettable Event)
Whether you’re throwing your own retirement party or planning one for someone else, we’ve got you covered with seven unforgettable retirement party games (that won’t make anyone cringe).
How to Achieve Your Retirement Lifestyle Goals
You’ve been working for it your whole life: a happy retirement. No more morning commutes, clocking in, budgeting vacation days, or meetings that could have been e-mails. For most people, letting go of your professional life means starting an entirely new lifestyle.
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