Wealth Management & Financial Planning for an Uncertain Future
Your Financial Health
As interest and mortgage rates rise and fall, and the stock market fluctuates, the future can feel very uncertain. Protect yourself and your loved ones financially by taking a proactive approach financial planning - call the wealth management professional at Beacon Wealth Management. We will use investment and retirement planning to help you lay a strong foundation on which you can build your future.
Beacon Wealth Management proudly serves the financial needs of clients in Vermont and across the country by providing the following services:
Retirement
* Pre- and post-retirement investment and income analysis.
* Customized retirement cash-flow that provides a picture of your overall portfolio.
Investments
* Building an investment portfolio designed to meet your short-, mid-, and long-range goals.
* Tax efficient investment preparation.
* Providing help to select appropriate investment products to meet your unique needs and attain your personal investment goals.
Insurance
* Cost benefit analysis of your Health, Life, and Disability Income, and Long Term Care Insurance. Providing company comparisons to get you the best individual coverage at what you can afford.
Newsletters
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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HDHP/HSA Pairing May Help Control Medical Costs
High-deductible health plans offer potential savings by encouraging cost-effective choices in medical spending, as well as eligibility for a health savings account with tax advantages.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.