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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.
What is a Beneficiary? (Primary vs. Contingent, and More)
Designating both primary and contingent beneficiaries is a key part of the estate planning process.
How Does Medicare Work? Top 12 Questions Answered
Trying to understand the basics of Medicare can give you a headache, and even experienced Medicare recipients may have questions about their coverage. In this article, I’ll try to answer the most common questions I hear about Medicare.
How to Vet a Charity
Your charity of choice should be aligned with your values and the way you believe a charity should be run, and be legitimate. Let’s talk about how to vet a charity to make sure it’s valid and genuine.
Our Strategy in a Volatile Market
Americans are worried about this volatile market and if the future they’ve been working toward is safe. Here’s what it means for your retirement and what we’re doing about it.
What to Do if Your Identity Is Stolen
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 Retirement Income Planning?
Reviewed by Pete Benson, Co-founder of Beacon. Do you have a plan for your retirement? If you do, are you totally confident in your retirement plan? If your answer is “no,”...
What Is An Estate? (And Other Estate Planning Questions Answered)
Estate planning is the most important thing you can do to make sure everything you own is handled exactly how you want after you pass. But what is an estate exactly, and what does your estate encompass? Let’s break down the details.
What Is a Gun Trust?
A gun trust is used to transfer gun ownership after death. Setting up a gun trust should keep the gun out of a lengthy probate process when someone dies. If you’re a gun owner, the last thing you want is for the court to decide who gets your family firearms.
3 Strategies for Retirement Tax Planning
Did you know there are different tax buckets your retirement investments can go into? The buckets you choose will have big implications both now and later. And when it comes to retirement tax planning, diversification is key.
What Is a Preneed Funeral Plan?
A prepaid funeral plan is typically paid for in monthly installments over the course of several years. That money is paid directly to the funeral home, which brings up several things you’ll want to consider before signing up for a prepaid funeral plan.
How Long Does It Take to Plan a Funeral?
Although it’s difficult to think about, preplanning your funeral will help ensure your wishes are honored.
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Helping to keep you on track
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Understanding You
Sit down with an advisor to discover your financial goals, priorities, and mindset.
Creating your plan
Your advisor will build a comprehensive plan based off of your specific needs, supported by the entire Beacon professional team.
Helping to keep you on track
Our advisor is with you every step of the way, advising and adjusting the plan as needed.
Have a question? Talk to someone.