Financial Health

We’re Offically Open For Business!
February 5, 2018

We are officially moved into our new location and are open for business! Please update our contact information with our new address but know our emails, fax numbers, and phone numbers are the same.

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Benefits of a Financial Advisor
January 9, 2018

Many people approaching retirement, or who are already retired, often wonder if they really need a financial advisor to manage their portfolio. There are numerous benefits to trusting a professional advisor with your future financial plans.

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Holiday Greetings from Our Family to Yours
December 21, 2017

As the year comes to a close, we take a moment to reflect on 2017 and how blessed we are to work alongside such fantastic people!

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3 End of Year Financial Considerations
December 15, 2017

Amidst the Holiday hustle and bustle, it’s easy to neglect your financial portfolio. Here are 3 things you should consider as the year comes to a close.

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We Are So Thankful For You!
November 23, 2017

So many of you thank us for our guidance as we formulate your financial plans, outline your healthcare choices, clarify Medicare options, and assist you in securing deserved VA benefits through the Aid & Attendance program. Truthfully, we are so thankful for you! The trust and confidence you have in the Beacon Associates team means the world to …

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Thank You Veterans
November 13, 2017

To All Veterans Who Have Served Our Country and Defended Our Freedom THANK YOU Beacon Associates is proud to serve veterans and their spouses in their financial planning. We are especially passionate about helping veterans as they apply for deserved benefits through the Improved Pension with Aid and Attendance Benefit program.If you are a veteran and are unsure …

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Don’t Be Spooked By These 3 Retirement Stunners
October 26, 2017

1. Caring for Grandchildren   Approximately 2.7 million grandparents are “parenting-again.” And of those, 36% of grandparents have been raising grandchildren for over 5 years. You may not think full-time parenting is in your retirement future, but it should be considered and planned for. Whether it’s a grandchild, or another child in your extended family that needs care, you need a long-term plan that …

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