Leave a Lasting Legacy: Consider Your Impact on the World
Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck
Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck
On December 20th, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law. As the name implies, this law intends to make
Making a New Year’s resolution is the first step to creating better habits. But making a New Year’s resolution and keeping a New Year’s resolution
Are your finances ready for the end of the year? December brings many deadlines and lists; there are gifts to buy, holidays to plan, and
The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.
Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is
Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of
People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are
Just like you don’t trust just anyone with your savings, we can’t help everyone that wants to work with us. In this call, we’ll make sure we are a good fit for one another.
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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 WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.