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Welcome to the "Beacon Blog", your go-to resource for investment updates and important wealth management tips. Our mission is to guide your path to financial success by providing you with valuable insights and expert advice.


Monday, May 11, 2026

While 529 plans are often viewed as straightforward college savings vehicles, today’s rules—and thoughtful planning—can transform them into far more flexible and strategic tools. For affluent families in particular, a 529 plan is no...

Wednesday, April 8, 2026

Long-term care (LTC) is one of the most overlooked parts of financial planning, but it can have a significant impact on your retirement savings and family. As people live longer, the need for care whether at home, in assisted living,...

Monday, February 23, 2026

Market downturns are a normal part of investing. While they can feel unsettling, the right strategy can help you stay focused and even uncover opportunities. Here are some smart ways to manage volatility and stay on track, that we have...

Thursday, January 8, 2026

If you’ve built a solid financial foundation for yourself, the new year is the perfect time to fine-tune your strategy and position yourself for long-term success. Here are ten actionable steps to help you optimize, protect, and grow...

Wednesday, November 12, 2025

What High Earners Need to Know About the 2026 SECURE Act 2.0 Changes for their 401ks As we look ahead to 2026, a significant change is coming to retirement savings plans that could impact those earning higher incomes. The SECURE Act 2...

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Monday, September 22, 2025

When it comes to protecting your wealth and securing your legacy, choosing the right life insurance policy is a critical component of a comprehensive financial strategy. Whether you're a successful entrepreneur, a seasoned executive,...

Wednesday, August 6, 2025

If the unexpected happened, would your assets be passed on the way you intended—smoothly, and without confusion or conflict? And did you know that beneficiary designations supersede your will? It is critical to ensure your beneficiary...

Tuesday, July 8, 2025

Estate Planning: What does leaving a legacy truly mean to you, and how can you ensure it goes beyond just wealth? Estate planning isn’t just about legal documents or dividing up assets. It’s about protecting your loved ones, preserving...

Tuesday, June 17, 2025

There’s no shortage of financial tools available today, but not all of them come with a price tag. In fact, many high-quality resources are completely free and can make a big difference in how you budget, save, track investments, and...

Thursday, April 24, 2025

Spring cleaning your personal finances is a great way to refresh and optimize your financial situation. Here are some steps you can take: Review Your Cash Flow: Evaluate Income and Expenses: Check your current income sources and...

Monday, April 7, 2025

In today's fast-paced digital world, we're constantly bombarded with news updates from various sources. While staying informed is crucial, could it be doing you more harm than good?

Monday, March 10, 2025

When planning for retirement, understanding different savings vehicles can significantly impact your financial future. Among these, the Roth IRA stands out due to its benefits and flexibility. This blog post explores various aspects of...

Monday, February 3, 2025

“Trade War!” “Tariffs!” “Global Trade Tensions!” The headlines these days are not for the faint of heart. As an investor, navigating these times has less to do with trying to figure out the economics and politics of it all, and more to...

Tuesday, January 14, 2025

In this month’s Beacon Blog, we look at what REALLY matters in investing successfully… and what may not matter as much as you would think!

Friday, December 6, 2024

As 2024 draws to a close and 2025 is just around the corner, this blog post focuses on year-end planning tips and steps you can take designed to ensure a strong start to the new year. What Can You Still Do in 2024? Tax Harvesting:...

Thursday, October 31, 2024

Regularly reviewing your 401(k) plan investments and contributions is crucial to ensure that your retirement savings are on track and aligned with your financial goals.

Tuesday, October 8, 2024

By EXCPECTING volatility, we give ourselves the best chance to WITHSTAND volatility.

Wednesday, September 4, 2024

Resist the temptation to make abrupt changes based on election outcomes. Instead, focus on building a diversified portfolio aligned with your long-term strategy.

Tuesday, August 13, 2024

One of the keys to investing success is to expect market volatility, and therefore, you can become more equipped to navigate it properly. 

Thursday, August 8, 2024

Trying to guess market moves based on politics usually doesn't end well. Despite all the political talk, the U.S. economy has shown to be very resilient across multiple political landscapes.   

Tuesday, July 9, 2024

Every Dollar Has a Job (and a Tax Rate) If you could create a bucket of money where YOU control the taxation, how valuable is that? Wouldn’t you want to explore contributing to vehicles like this in addition to your traditional 401ks...

Tuesday, May 28, 2024

Over the last two and a half years, bonds have had one of their worst performing timeframes ever. However, it is important to recognize WHY, and how they potentially could be set up well for the future.

Wednesday, April 10, 2024

We get questions on Required Minimum Distributions (RMDs) often and how they work. If you have a 401(k) or an Individual Retirement Account (IRA), it's essential to understand the rules regarding Required Minimum Distributions (RMDs).

Friday, March 22, 2024

What are we thinking about this week? The “smart” money isn’t always “smart”— yet another example of how it is incredibly difficult to time the market, and the times that seem to be the scariest to invest, are often the best times (and...

Sunday, February 25, 2024

Have you checked out "BeaconTV" yet?   Please have a look at these short, informative videos on a variety of financial topics and planning strategies:https://vimeo.com/showcase/10087816

Sunday, February 25, 2024

We are excited to introduce the Beacon Blog, your go-to resource for investment updates and important wealth management tips. Our mission is to guide your path to financial success by providing you with valuable insights and expert...

Sunday, February 25, 2024

We manage wealth for our clients based on their personal tolerance for risk, their time horizon, and their goals; as part of an overall financial strategy.  What may be appropriate for one client, may not be a good fit for another...