Turning 65 in the next few months? We're still here to help! Learn More

Financial Health

Inherited Accounts Under the CARES Act
April 20, 2020

Greetings! Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to give people more control over their money and to help manage selling investments during an emergency.[1] One provision allows retirees to forego taking RMDs from …

Read More
The Investment Risk No One’s Ever Heard Of
March 18, 2019

Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth. Some of the investment risks we face can be mitigated through diversification.[1] As an investor, you face another, less-known risk for …

Read More
We Remember
May 28, 2018

It is with gratitude and humility that we remember those who have fallen while defending our freedoms. As citizens of the United States of America, we are guaranteed life, liberty, and the pursuit of happiness because others have willingly sacrificed their lives.

Read More
Flowers or Financial Talk?
May 1, 2018

So many of us struggle with what to get our older moms for Mother’s Day. Does she need another bouquet of flowers or pair of earrings? Probably not! One of the best gifts you can give this year is time to talk about your aging parent’s financial future. Too often adult children shy away from …

Read More
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.

Read More
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.

Read More
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!

Read More
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.

Read More
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 …

Read More
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 …

Read More
Schedule Now