Top 8 Changes in the New SECURE Act You Need to Know
By John Halterman As has become usual practice, Congress passed some meaningful tax legislation. In one of the new meaningful laws, enact…
By John Halterman As has become usual practice, Congress passed some meaningful tax legislation. In one of the new meaningful laws, enact…
By John Halterman How are you holding up? I have spoken with many, many clients, friends and experts over these past several weeks. Many …
By John Halterman “It’s not the 15% to 20% declines that cause the most trouble, it is the -40% to -60% that take so long to recover from…
By John Halterman In these unprecedented times with the COVID-19 (Coronavirus) upon us, we understand you may be wondering how this is af…
By John Halterman With the holiday season in full swing, our team at Beacon Wealth Management would like to take this opportunity to wish…
By John Halterman A new year is almost upon us. It’s all too easy to mentally jump ahead to 2020 and start making plans for the coming mo…
By John Halterman Put your hand up if you’d willingly ignore a vital piece of your retirement plan. No one? Yeah, I didn’t think I’d have…
By John Halterman Happy Thanksgiving from our team at Beacon Wealth Management! We want to take a moment to thank you for being a part of…
By John Halterman Whenever a financial change occurs at the government level, there is a domino effect in your personal finances. For exa…
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.