Wealth Management & Financial Planning for an Uncertain Future
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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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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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Talk About These Money Matters Before the Wedding
Get an overview of financial topics couples should discuss to help keep surprises and disagreements from disrupting newlywed bliss.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.