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

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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Understanding annuities may help you add a useful tool to your retirement portfolio, but this won’t be the right option for every retiree.

The Pros and Cons of Annuities in a Retirement Portfolio

When building your retirement portfolio, it’s important to explore a variety of financial tools, and annuities often come up in these discussions. Understanding annuities is crucial because they can serve as both an asset and a potential source of income throughout your retirement. However, like any financial product, annuities have their own set of pros and cons. Some people appreciate the steady income they provide, while others find the fees or lack of liquidity a drawback. In this article, we’ll break down how annuities work and explore the different types, so you can decide if incorporating them into your

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Assessing your small business financial health can help entrepreneurs like you course-correct and strengthen your bottom line.

Assess the Strength of Your Small Business’s Financial Health in Five Steps

Running a small business demands a lot of dedication, with much of your time spent managing daily tasks and keeping things running smoothly. With all that on your plate, it can be tough to focus on the bigger picture—especially your small business financial health. Yet, staying on top of your business’s financial well-being is crucial. In this article, we’ll outline five practical steps to help you evaluate the financial health of your business, so you can make adjustments when necessary and stay prepared for future growth opportunities.

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