IRA Withdrawals That Escape the 10% Penalty
March 22, 2019

An IRA, or Individual Retirement Account, is a tax-advantaged account that is subject to special rules regarding contributions and withdrawals. One of the central rules of IRAs is that withdrawals prior to age 59½ are generally subject to a tax penalty. Yet, policymakers acknowledged that extenuating circumstances might require access to these savings. In appreciation …

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Dow, S&P, Nasdaq All Rise
March 19, 2019

The Week on Wall Street The big story last week was the sudden grounding of Boeing 737 Max 8 and 9 passenger jets in dozens of countries. The financial effects of this ban could potentially impact the airline industry and segments of the economy for months.[1] While the news created a headwind for the Dow …

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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 …

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Stocks Dip on Growth Concerns
March 13, 2019

The Week on Wall Street As in February, investors spent most of the first full trading week of March hoping for new details in U.S.-China trade negotiations. While they waited, stock benchmarks drifted downward. From Monday’s open to Friday’s close, the S&P 500 lost 2.55%, while the Dow Industrials took a 2.66% fall, and the …

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Value vs. Growth Investing
March 12, 2019

You might be initially confused by these terms or even suspect they aren’t that different in terms of what each model offers you as an investor, but they are very distinct approaches, and it’s good to understand these two schools of thought as you invest. This understanding could help you make important investment decisions, both …

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Medicare Annual Election Period Is Weeks Away!
September 10, 2018

This year, Beacon Associates is introducing a new review process during the pre-election period to make the re-enrollment process during the Annual Election Period as smooth and seamless as possible.

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The Ribbon Has Been Cut
August 23, 2018

Our Ribbon Cutting Open House was a wonderful success! 

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5 Social Security Changes Could Affect Your Retirement
July 31, 2018

Adjustments to Social Security went into effect on January 1, 2018 and they can impact those who have already retired or who are approaching retirement. The key highlight is the shifting age for full retirement.

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Mature Living Readers and We Agree – Rhonda Wise is the Best Insurance Agent in Toledo!
July 17, 2018

Rhonda Wise is the 2018 Toledo Mature Living Best Insurance Agent!        

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Celebrating the 4th of July
July 3, 2018

“I am apt to believe that it will be celebrated by succeeding generations as the great anniversary festival. It ought to be solemnized with pomp and parade, with shows, games, sports, guns, bells, bonfires and illuminations from one end of this continent to the other, from this time forward forever more.” John Adams penned these words in …

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