Blog

New Year, New Office!
January 18, 2018

On February 1, 2018 Beacon Associates will be relocating our office to a more convenient location in Arrowhead Park.      

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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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Vote For Rhonda Wise!
December 4, 2017

Vote For Rhonda Wise! Best Insurance Agent in Toledo Every year, the Toledo City Paper holds a fun contest to determine the”Best” in the city of Toledo. Beacon clients and staff have always known Rhonda Wise is one of the very best at what she does. Now is the time to cast your ballot for her! You can find …

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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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3 Questions to Ask Yourself During Medicare Open Enrollment
November 9, 2017

Medicare Open Enrollment began on October 15th and runs until December 7th. Now is the time to evaluate your current Medicare plan and make sure you have the best health care coverage for 2018. Ask yourself these 3 questions: 1. Can you afford your current plan? Look beyond the monthly premium price and calculate your …

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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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Understanding Medicare Open Enrollment
October 16, 2017

Medicare Open Enrollment begins on October 15th and runs until December 7th. It is the period of time when current Medicare users can choose to re-evaluate their Medicare coverage, including Medicare Advantage (also known as “Part C”) and/or Part D coverage, and compare it against all the other plans on the market. During open enrollment, you may find a plan …

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