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April 3, 2020

 By John Halterman

As of April 1, the expansion of rules for paid sick and family leave are in effect. The Families First Coronavirus Response Act will help the United States combat and defeat COVID-19 by giving all American businesses with fewer than 500 employees fund...

April 2, 2020

 By John Halterman

Good news for stressed-out clients who own small businesses. The CARES Act offers generous loans, which may even be forgiven, as well as two forms of payroll tax relief and more to help them through closures and slowdowns due 

to the pandemic.

Now that...

April 2, 2020

 By John Halterman

We have all watched with bated breath as the Senate and House debated and then finally passed the 883-page Coronavirus Aid, Relief and Economic Security Act (CARES) Act. This legislation is in addition to tax relief legislation contained in the Famili...

March 30, 2020

 By John Halterman

As has become usual practice, Congress passed some meaningful tax legislation.

In one of the new meaningful laws, enacted on December 20, you will find the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act).

The SECURE Act ma...

March 28, 2020

 By John Halterman

How are you holding up?

I have spoken with many, many clients, friends and experts over these past several weeks. Many of them have shared that that they are feeling some level of anxiety regarding the COVID-19 outbreak. And that's okay. We're living i...

March 23, 2020

 By John Halterman

"It's not the 15% to 20% declines that cause the most trouble,

it is the -40% to -60% that take so long to recover from."

- Steve Blumenthal

If you've opened a newspaper or kept an eye on the markets lately, you know that the last few weeks have been cra...

March 20, 2020

By John Halterman

In these unprecedented times with the COVID-19 (Coronavirus) upon us, we understand you may be wondering how this is affecting you and your portfolio. We're here to assure you that our number one goal is to do the right thing for each of you and your i...

December 3, 2019

By John Halterman

With the holiday season in full swing, our team at Beacon Wealth Management would like to take this opportunity to wish you and yours a happy holiday and a wonderful new year! We are grateful to have clients like you, and we appreciate your trust in us...

December 1, 2019

By John Halterman

A new year is almost upon us. It’s all too easy to mentally jump ahead to 2020 and start making plans for the coming months. But how you finish something is just as important as how you start it. So, amid holiday events, travel, and the busyness of the...

November 19, 2019

By John Halterman

Put your hand up if you’d willingly ignore a vital piece of your retirement plan. No one? Yeah, I didn’t think I’d have any takers on that. Unfortunately, way too many people do just that when they neglect to create a long-term care plan. I get it. No...

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