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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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Savings Accumulation
Estimate the future value of your current savings.
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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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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.