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 business—and that last one is important to plan for. As a business owner, if something happens to...
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).
What is a Beneficiary? (Primary vs. Contingent, and More)
Designating both primary and contingent beneficiaries is a key part of the estate planning process.
The Emotional Rollercoaster of Investing
Have you ever noticed that sometimes our emotions get in the way of building and protecting wealth? Investing can sometimes feel like you are riding a rollercoaster of emotion.