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4 Types of Annuities and What You Need to Know About How They Work

4 Types of Annuities and What You Need to Know About How They Work

Many people in the financial world have a lot to say about annuities – but what are they really saying? It can sound like straight gibberish. Like anything, annuities can be simple, or they can be complex. The goal of capital management is to enjoy your retirement by doing things you love with people you love, not spending more time digging through a web of fees and taxes. 

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Flu Vaccine Update

The Center for Disease Control and Prevention estimated by early January about 7 million Americans had been stricken with the flu this season. At least half went to the doctor to seek help managing symptoms and more than 83,000 were hospitalized.

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How to Vet a Charity

If you are inclined to make charitable donations, be aware that there are a million-plus legitimate charities that Americans can support, but countless other “charities” that are actually fraudulent shell organizations.

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The 411 on 401(k)s

Retirement accounts in the U.S. reached record highs by the end of 2018’s third quarter. The average account balance was $106,500 for 401(k) plans, and the number of 401(k) millionaires in the U.S. increased to 187,400, up 41 percent from 2017.

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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.

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