The 2020 marginal income tax brackets and capital gains rates for tax planning purposes.
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Have you confirmed the beneficiary designations of your 401k, IRA, or life insurance policies recently? If not, you should! Find out why.
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While both mutual funds and exchange traded funds (ETFs) can be effective tools when creating a diversified portfolio, it is important to understand attributes of each of these investment options.
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How good is your 401(k) plan at work? We looked at Brightscope which measures 401(k) plans and gives them a rating.
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Brokerage firms Charles Schwab & Co. and TD Ameritrade recently announced that they would stop charging brokerage commissions on trades for exchange traded funds and even stocks. Some of you may have wondered what impact this will have on you and also will we (Beacon) make any changes to your portfolio as a result.
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The Millionaire Next Door is a classic book that surveyed over a thousand millionaires to try and identify common attributes that made them so successful at accumulating wealth. And the results may surprise you.
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With open enrollment, it is important to remember the pros and cons of setting up a health savings account and a high deductible health plan.
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In our previous article, we provided some insight and listed the benefits of utilizing donor advised funds as a component of a charitable gifting strategy. As a follow up, we wanted to provide some information that could be helpful when vetting custodians who offer donor advised funds.
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With the new tax law, bunching charitable donations may make sense. Donor advised funds can be a great tool in your charitable gifting strategy. This article discusses attributes and unique features of donor advised funds.
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Is retirement on your horizon? Have you thought about what it will take to be prepared financially to retire? This article provides a number of common financial decision points and action items that you may need to evaluate during your “pre-retirement” period.
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Just a quick reminder that Medicare Open Enrollment begins on October 15 and runs through December 7. Any changes made will be effective January 1, 2020.
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Many people have questions regarding their Social Security retirement benefits. This article addresses several of the more common questions that people often ask us.
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In this tutorial, you will learn how to connect your 401k, bank accounts, annuities and other accounts to your WelathConnect portal.
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Is retirement on your horizon? Have you thought about what it will take to be prepared financially to retire? This article provides a number of common financial decision points and action items that you may need to evaluate during your “pre-retirement” period.
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Have you ever thought about the actual day you will retire? How will you make that decision and what factors will you consider when circling your retirement date on the calendar?
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A 500-point move in the Dow does not have the same impact on performance as it used to. With this in mind, we examine what a point move in the Dow means and the impact it may have on an investment portfolio.
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