Calling All Nominees for Beacon’s 1st Women’s History Month Award!

In honor of National Women’s History Month, we’re giving away a free copy of my book, “Masters of Success” to three female business owners who are changing the world with their business success. The winners will also receive a $100 gift certificate to a restaurant of your choice! Your nominee for our 1st annual Women’s History Month Award should exhibit the Beacon Wealth Management values of integrity, passion, commitment, and most of all, compassion. The nominees will be evaluated based upon the following criteria: Accomplishment in her business Contribution to society and the community Leadership of her firm and of those around her Please submit a summary of no more than 300 words about why your favorite female business owner deserves the award by March 30, 2018. The nominees will be evaluated the Beacon Wealth Management team for inclusion in a special blog article to be published in April 2018. If you know a female business owner that deserves this award, email [email protected] and tell me about her! #womenshistorymonth #femaleentrepreneurship #femaleempowerment

Make your retirement savings last longer by learning strategies for overcoming longevity risk and safeguard your retirement savings.

Overcoming Longevity Risk and Making Your Retirement Savings Last

As people live longer thanks to improvements in healthcare and overall quality of life, addressing longevity risk has become a key part of retirement planning. Longevity risk is all about the possibility of outliving your savings, and it’s a big concern for those wanting to stay financially stable throughout their retirement. In this article, we’ll dive into some practical strategies for overcoming longevity risk and making your retirement savings last, so you can feel more prepared for the future and make sure your financial resources stretch as long as you need them.

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Unlock a more fulfilling retirement with our guide on holistic financial planning, covering investments to healthcare.

Achieving Your Retirement Goals: A Comprehensive Financial Planning Guide

Retirement planning involves much more than just setting aside enough money for the future. It’s about creating a well-rounded plan that reflects your personal goals and financial situation. Our holistic financial planning approach takes into account every aspect of your financial life—from investments and income to healthcare, taxes, and estate planning. By considering these interconnected elements, this guide aims to provide a comprehensive strategy to help you reach your retirement goals. If you want to dive deeper into holistic financial planning, and how it can support a more fulfilling retirement, read on.

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Use these six estate planning steps to prepare plans for your assets and your family members, too.

Estate Planning Essentials: How to Protect Your Legacy and Your Loved Ones

Thinking about the future can be tough, especially when it comes to topics like mortality. However, planning ahead is important. After all the effort you’ve put into building your wealth and assets, it’s only natural to want to make sure everything is handled the way you’d like when you’re no longer able to manage it yourself. Estate planning lets you spell out your wishes and makes certain they’re followed. Plus, it helps avoid potential family disputes and keeps your financial matters private. If you haven’t started yet, now’s a good time to think about these six estate planning steps

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