EDUCATIONAL RESOURCES FOR RETIREES

Access a wide range of resources from Beacon Wealth Management, including podcasts, TV segments, articles, and more, all curated to keep you informed on financial strategies and insights.
A dynamic financial plan makes retirement tax planning easier to manage as federal and state laws evolve.

The Impact of Changing Tax Laws on Retirement Planning

In the world of personal finance, one thing’s for sure: nothing stays the same, especially when it comes to taxes. And that’s why retirement tax planning is so important. Tax laws change all the time, and these shifts can have a big impact on how you manage your retirement savings. Whether it’s how much you can withdraw or how your investments are taxed, staying on top of these updates is key. In this article, we’ll break down how changes in tax regulations could affect your retirement strategy, covering everything from savings to investment choices and overall financial prep for

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Learn about avoiding the retirement crisis with savvy retirement strategies. Discover tips to strengthen your financial future and sidestep common pitfalls.

Avoid Being Part of the Retirement Crisis: Why Financial Literacy Matters

With people living longer and the cost of retirement steadily climbing, avoiding the retirement crisis is more important than ever. Many retirees face the risk of outliving their savings or becoming too dependent on government programs. But here’s the good news: by focusing on smart financial moves, you can avoid the common mistakes that can lead to trouble. In this article, we’ll break down practical tips to help you build a solid retirement plan, so you can feel more confident about your financial future and maintain stability throughout your retirement years.

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Passing an Inheritance to Your Children: 8 Important Considerations

Choosing to Leave an Inheritance Can Impact Many Other Financial Planning Decisions If you have worked hard and planned properly, you may be well situated to leave an inheritance to your children. It can feel very meaningful to be able to provide a financial legacy for your loved ones, but it’s important to be practical, too, and to go about your estate planning in the right way. This single decision can impact all of your financial decisions, such as how much you put into savings, the types of retirement accounts you utilize, and your strategy for taking distributions. Make

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Catch John’s latest episodes of Wisdom to Wealth Sundays, Mondays, Tuesdays & Thursdays on WDTV Evening News at 5:30 PM.

 

Join John Halterman of Beacon Wealth Management for insights on wealth management, retirement, and smart financial strategies to help you build a confident future.

 

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