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Midyear Guide to Tax Planning
Get ahead of year-end stress with our Midyear Tax Planning Guide. Stay proactive with key updates on tax law changes, retirement contributions, charitable giving, and estate planning—plus practical tips and checklists to help you make smarter decisions before year-end.
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John Halterman and the Beacon Wealth Management Team Hosts Packed Wisdom 2 Wealth Event Event on Taxes, Legacy Planning, and the Big Beautiful Bill
Bridgeport, WV – July 28, 2025 – Bridgeport-based Beacon Wealth Management welcomed a full-capacity crowd at its highly anticipated Wisdom 2 Wealth: Taxes and Legacy Planning event, held Friday afternoon at the Beacon Wealth Management office. This educational event drew retirees, pre-retirees, and families eager to protect their financial future while gaining a deeper understanding of tax-smart strategies and legacy planning essentials. From reducing retirement tax burdens to protecting generational wealth, the afternoon offered insight, guidance, and confidence. A major highlight of the presentation was an easy-to-understand overview of the widely discussed Big Beautiful Bill — a federal tax
Overcoming Longevity Risk and Making Your Retirement Savings Last
As people live longer thanks to improvements in healthcare and overall quality of life, addressing longevity risk has become a key part of retirement planning. Longevity risk is all about the possibility of outliving your savings, and it’s a big concern for those wanting to stay financially stable throughout their retirement. In this article, we’ll dive into some practical strategies for overcoming longevity risk and making your retirement savings last, so you can feel more prepared for the future and make sure your financial resources stretch as long as you need them.
Achieving Your Retirement Goals: A Comprehensive Financial Planning Guide
Retirement planning involves much more than just setting aside enough money for the future. It’s about creating a well-rounded plan that reflects your personal goals and financial situation. Our holistic financial planning approach takes into account every aspect of your financial life—from investments and income to healthcare, taxes, and estate planning. By considering these interconnected elements, this guide aims to provide a comprehensive strategy to help you reach your retirement goals. If you want to dive deeper into holistic financial planning, and how it can support a more fulfilling retirement, read on.
