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November 14, 2019

By John Halterman

Happy Thanksgiving from our team at Beacon Wealth Management! We want to take a moment to thank you for being a part of our family. We sincerely appreciate the trust you place in our firm, and we take our responsibility to you and your family very seri...

October 24, 2019

By John Halterman

Whenever a financial change occurs at the government level, there is a domino effect in your personal finances. For example, the much-talked-about Tax Cuts and Jobs Act enacted in 2017 affects more than just your net pay. On the surface, we know that T...

October 15, 2019

By John Halterman

It’s pretty laughable what you can get insurance for these days. Not only can you get “cold feet” insurance for when you or your betrothed has a change of heart, but if the extraterrestrial is your thing, you can purchase alien abduction insurance just...

September 26, 2019

By John Halterman

Life insurance. You know you need it, but you probably don’t want to deal with it. Most of us buy our policy, hope that we are properly insured, then wash our hands of the process. But would you do this with your budget? With your wealth strategy? With...

September 17, 2019

By John Halterman

Just as getting a driver’s license seems to occupy the mind of every almost-16-year-old, enrolling in Medicare occupies the mind of everyone nearing retirement. The problem with Medicare, a federal insurance program designed for people age 65 and older...

August 14, 2019

By John Halterman

We are living in a day and age of information overload. With a sea of data at our fingertips, it is easier than ever to find answers. Unfortunately, it’s not quite as easy to figure out what’s important and what’s true, especially when it comes to fina...

August 8, 2019

By John Halterman

Chances are, if you’re reading this article, you are more financially literate than most. But that’s not the case for everyone, especially in America. While you don’t need to be an expert on the stock market, bond prices, or the history of inflation, u...

July 15, 2019

Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions and create strategies to optimize your benefits. 

If you’re planning for your retirement income and evaluating your Soc...

July 9, 2019

By John Halterman

Are you between the ages of 55-75? Congrats, you are in the retirement red zone! It’s not as scary as it sounds, but these are vitally important years to get your wealth in order, with decisions and opportunities and challenges knocking at your door.

An...

June 25, 2019

By John Halterman

Providing advice, asset management, and retirement planning is just a part of the role we play as wealth managers. Our commitment and responsibility to our clients, which includes their experience working with our team, is also a fundamental part of wh...

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of DC, DE, FL, MD, NC, OH, PA, SC, TN, TX, VA, and WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

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