Don’t Be Scammed!
April 17, 2018

Medicare is in the process of mailing new Medicare cards with a non-Social Security number. The new card is Medicare’s attempt to make seniors less vulnerable to fraud by eliminating the recipient’s Social Security number. Unfortunately, the change has ignited some new scams, specifically targeting seniors.

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The Gift of a 529 Plan
April 3, 2018

You may have heard that a wise investment gift for a young grandchild is to open or contribute to a tax-advantaged 529 college savings plan. But what exactly is a 529 Plan?

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Upcoming Medicare Changes
March 23, 2018

A few weeks ago, President Trump signed a budget deal that includes changes to Medicare: Medicare’s Independent Payment Advisory Board has been nixed. It was authorized by the Affordable Care Act to review higher Medicare expenses but no board members were ever named. The rules for Medicare’s Part D drug plans were changed. The coverage gap (or donut hole) …

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Thank You for Your Vote
March 13, 2018

Thank You for Your Vote Knowing our clients are trusting us with their healthcare, insurance, and financial needs, Beacon Associates strives to be the very BEST at what we do. Thank you for voting Rhonda Wise one of the BEST professionals in Toledo! Follow us on Facebook You can access Beacon stories and other related content …

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Medicare is Mailing New Cards
February 22, 2018

Things to know about the new Medicare cards: Starting in April 2018, Medicare is mailing new cards to all people with Medicare. The new cards will have a new number on them. Currently, your Medicare number is associated to a social security number. The new cards will have a number that is not a social security number. This update …

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Beacon Associates Announces Office Relocation
February 15, 2018

View Beacon Associates Announces Office Relocation Press Release 2.14.18 February 14, 2018, Maumee, Ohio: Beacon Associates, a family-owned insurance and investment firm that provides multiple health and life insurance based services, has relocated their offices to a more convenient location in the premiere business community of Arrowhead Park.

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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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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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