THE ADVENTURE BEGINS WITH RETIREMENT
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John Halterman, Certified Wealth Strategist, has been featured on….
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Responsible Savers
Although our clients may not identify as “rich,” they have built a retirement nest egg of at least $500,000 through a lifetime of responsible saving and sacrifices.
Expert Guidance
RETIREMENT IS NO LONGER THE DESTINATION.
IT'S THE START OF YOUR NEW ADVENTURE.
A well-planned Financial Strategy provides you with greater FREEDOM.
The financial industry often complicates things with jargon, leaving you confused. Are you worried about overpaying on taxes or if your financial strategy truly meets your goals? That’s where we come in. We identify gaps in your strategy and create a personalized plan of action for your financial future.
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Beacon Wealth Management CEO John Halterman discusses the importance of having a comprehensive strategy and the tested Beacon Wealth process with Jack Canfield in their Hollywood Live Interview
The Beacon Wealth
Difference
At BWM, providing exceptional service drives everything we do. We are committed to creating a purposeful, highly-engaging and uniquely-personalized client experience for thoughtful investors.
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Just as you’re selective about who you trust with your savings, we’re committed to working with clients we can genuinely support. This brief call helps us determine if we’re the right fit for each other.
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EDUCATIONAL RESOURCES FOR RETIREES
Access a wide range of resources from Beacon Wealth Management, including podcasts, TV segments, articles, and more, all curated to keep you informed on financial strategies and insights.
Five Financial Building Blocks for the ‘Retirement Redzone’
For those in the “Retirement Redzone” — generally considered to be between the ages of 50 and 80 — planning for the future takes on new urgency and complexity. Approaching retirement, or being in its early stages, means it’s time to organize your financial picture in a way that supports both long-term stability and your personal retirement goals. At Beacon Wealth Management, we help individuals in this critical stage of life simplify their financial affairs and create a clear path forward, so they can enjoy more and worry less. To help you navigate this crucial time, we focus on
Tax-Efficient Withdrawal Strategies for Retirees
When you’re retired, having tax-efficient withdrawal strategies is key to protecting your savings and keeping a steady income flow. Taxes can eat into your retirement income if you’re not careful, so it’s important to understand how to withdraw from your accounts in a way that minimizes tax hits. In this article, we’ll explore different strategies to help you manage withdrawals smartly, so your savings last longer. While everyone’s financial situation is different, taking a tax-savvy approach to your withdrawals can really help maintain your financial health throughout retirement.
The Impact of Changing Tax Laws on Retirement Planning
In the world of personal finance, one thing’s for sure: nothing stays the same, especially when it comes to taxes. And that’s why retirement tax planning is so important. Tax laws change all the time, and these shifts can have a big impact on how you manage your retirement savings. Whether it’s how much you can withdraw or how your investments are taxed, staying on top of these updates is key. In this article, we’ll break down how changes in tax regulations could affect your retirement strategy, covering everything from savings to investment choices and overall financial prep for
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What to Consider in Your Charitable Giving Plan
Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.
Catch John’s latest episodes of Wisdom to Wealth Sundays, Mondays, Tuesdays & Thursdays on WDTV Evening News at 5:30 PM.
Join John Halterman of Beacon Wealth Management for insights on wealth management, retirement, and smart financial strategies to help you build a confident future.
