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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Why Buy Life Insurance During Unsettled Economic Times?
This article looks at four good reasons why life insurance can be especially helpful in a challenging economy.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Accumulation
Estimate the future value of your current savings.