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Another Way In: Backdoor Roth IRAs, Explained

By John Halterman Taxes don’t go away in retirement. But there is a way to lessen their impact on your retirement savings. In this article,

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John Halterman September 9, 2021

Introducing Our Team Members and Their Roles

By The Beacon Wealth Management Team Entrusting your money to someone else is not something you do blindly, because whomever you choose to work with

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John Halterman September 1, 2021

Could Our Client Engagement Process Help You Unlock the Retirement of Your Dreams?

By John Halterman You have big goals for your future, and you know you need expert financial guidance to help you achieve them. But you

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John Halterman August 27, 2021

10 Books I Think People Should Read To Become More Successful

Knowledge is power, and it’s no secret that reading is the single most inventive way humans have learned to expand their access to knowledge and

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John Halterman August 26, 2021

Is Your Retirement Portfolio Strategically Managed? It Should Be.

You may hear financial gurus toss around the phrase “retirement portfolio management strategies” as if everyone has a concrete idea of what that means. But

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John Halterman August 1, 2021

What Is Your Ideal Long-Term Care Solution?

Have you built long-term care costs into your holistic wealth strategy? If not, this is an important thing to consider. Research suggests that most Americans

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John Halterman July 30, 2021

Does Someone You Know Need A Complimentary Strategy Session?

The past year and a half has been interesting, to say the least. With the coronavirus pandemic, a tumultuous election resulting in a new presidential

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John Halterman June 9, 2021

How Our Wealth Strategy Portal Can Help You Enjoy More And Worry Less

If you’ve ever tried to make sense of your finances and thought to yourself, “Wow, what a mess,” you’re not alone. A recent study by

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John Halterman May 20, 2021

Year-Round Tax Reduction Strategies

Whenever the topic of taxes comes up, it’s typically to discuss how to get out of paying them. When people earn money, it’s usually with

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John Halterman April 29, 2021
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2020 TAX FILING ERRORS TO AVOID

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Who We Are

  • Meet The Team
  • How We're Different
  • BWM Client Experience
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  • Our Client Bill of Rights
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Check out the background of firms and investment professionals on FINRA’s BrokerCheck. 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 and DE. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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