Legacy & Estate Planning
Focused on Your Unique Goals and Needs
Legacy and estate planning ensures your loved ones are cared for and your assets are passed on according to your wishes, without unnecessary complications.
Life is unpredictable, but estate planning helps you prepare for anything, giving your family clarity and reducing stress when they need it most.
With thoughtful planning, you can support the people and causes you care about, leaving behind a legacy that reflects your values and dreams.
A well-organized plan reduces confusion and provides clear instructions, making it easier for your family to navigate the process during difficult times.

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The Importance of Designating Beneficiaries
When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.
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Risk Management for Small Business Owners: Safeguarding Your Financial Stability
If you’re a small business owner, you already know this lifestyle is not for the faint of heart! Risk is an inherent aspect of running any business, regardless of its size, and it may be something you think about on a daily basis – or something you should be thinking about more often. The truth is that small business owners face unique challenges when it comes to managing risks that could potentially impact their operations, finances, and reputation. When it comes to risk management for small business, it’s crucial that you implement effective strategies if you want to achieve

Sustainable Retirement Income: Strategies for Smart Withdrawal Planning
Reaching retirement is a milestone worth celebrating—it’s the time to finally enjoy the benefits of all your hard work. However, making sure your savings last requires both a sustainable retirement income plan and smart retirement withdrawal planning. The manner and timing of your withdrawals can have a significant impact on how long your savings will last. At Beacon Wealth Management, we understand the value of strategic withdrawal techniques and are here to help guide you through smart methods to make your savings work for you throughout your retirement.

Optimizing Your Social Security Benefits: Timing and Tactics
When you’re starting your retirement planning, Social Security is a big piece of the puzzle. It can be tricky to figure out the best way to handle it because there’s no one-size-fits-all strategy. The good news is, you’ve got a few options, and deciding when to claim is a significant part of optimizing Social Security benefits over time. In this article, we’ll break down the key factors to think about, like timing and different strategies, to help you get the most out of your Social Security and make it work for your retirement goals.