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.
Our Strategy in a Volatile Market
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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 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.
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.
Anticipating Women’s Retirement Expenses
While couples tend to work on their retirement plans together, it’s a good idea to stress-test the plan by imagining that the wife might outlive the husband.
Legacy Issues
Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement.
Tax Burden Shifts in Divorces
The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider.
Estate Planning: Family Businesses
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
Start a conversation with a Beacon Advisor
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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