Social Security and how you can maximize your retirement income is not just a hot topic for those planning for retirement; it’s a critical area in which knowledge is power.
Research & Insights to help you pursue your goals.
Taxes
Get the honest and simple Research & Insights you need to make confident decisions about your goals.
The Charitable Contribution Deduction
he good news is, starting this year, taxpayers may now deduct charitable donations totaling up to 60 percent of their adjusted gross income.
Tax Update
Tax season is upon us, and it’s time to figure out if and how changes brought by the Tax Cuts and Jobs Act will affect you. Bear in mind that adjustments have been made in each of these areas:
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.
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.
Retirement Plan Options for Small-Business Owners
Many doctors, lawyers, business owners and self-proprietors miss out on the advantages of a larger employer-sponsored 401(k) plan.
Annuity Strategies
In a 2017 Nationwide Retirement Institute survey, financial advisors revealed some of the primary concerns of today’s pre-retirees, including maintaining their current lifestyle during retirement.
Social Security Strategies for Retirement
Planning when and how to claim Social Security benefits is as personal as an individual investment strategy.
Tax Burden Shifts in Divorces
The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider.
The Value of Living Beneath Your Means
There are more benefits to living beneath your means than just financial savings.
Retirement Investing
Retirement planning looks much different than it did a century ago. With lifespans and retirements lasting longer, it’s not just about planning for a financial future
New Tax Law Issues for 2018
Next year, taxes must be filed on or before April 15, 2019. For the last few years, that iconic date was extended because it fell on a legal holiday or a weekend, but it lands on a Monday in 2019.
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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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