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
Trailhead Planning: Aligning Investments with Your Income Needs
As retirement approaches, financial planning begins to shift from accumulation to coordination. Many Second-Half Journeyers reach a point where saving is no longer the primary focus. Instead, the question becomes how investments support income needs throughout retirement. Investment income alignment plays an important role in this transition by connecting portfolio decisions to the income required for the next stage of life. Beacon Wealth Management describes this stage of planning as Trailhead, the point where the journey becomes more active and direction matters. Trailhead Planning focuses on purpose-driven investing and smart tax awareness, helping retirees align investment strategy with how income will actually be used.
