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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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Calculators
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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.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.