Beaconfinancialgroup.net

The A, B, C, & D of Medicare — Beacon Financial Group

WEBWhether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from.

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URL: https://beaconfinancialgroup.net/insights/the-a-b-c-and-d-of-medicare

Our Team — Beacon Financial Group

WEBGautam is a Senior Partner of Beacon Financial Group and one of the firm’s founders. He holds a Bachelor’s Degree in Accounting and Commerce from the University of Delhi, India; a Chartered Accountancy qualification from the Institute of Chartered Accountants in India; and qualified as a CPA® from the University of Illinois in 1989.

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The Underutilized Benefits of a Health Savings Account

WEBBeacon Financial Group. 101 Town Center Dr. Suite 111 Warren, NJ 07059

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Insurance Needs for Empty Nesters and Retirees

WEBWith the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement.

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Our Story — Beacon Financial Group

WEBThis is what our founders believe every client deserves. That’s why they left the world of big banks and wirehouses over 20 years ago to build Beacon Financial Group. The industry was changing, clients were expecting more, and our founders were excited to deliver just that. By establishing BFG in July of 1996, our team became early adopters

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The IRS Extends Additional Tax Deadlines — Beacon Financial Group

WEBWhat to know about your IRA, HSA, and more. Previously, the Internal Revenue Service (IRS) announced that the federal income tax filing due date for individuals for the 2020 tax year had been automatically extended from April 15, 2021, to May 17, 2021.1

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Understanding Extended Care — Beacon Financial Group

WEBThe important question: are you prepared? Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy.

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Creating a Retirement Strategy — Beacon Financial Group

WEBAcross the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.

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Understanding Long-Term Care — Beacon Financial Group

WEBBeacon Financial Group. 101 Town Center Dr. Suite 111 Warren, NJ 07059

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The Financial Realities of Longevity — Beacon Financial Group

WEBBeacon Financial Group. 101 Town Center Dr. Suite 111 Warren, NJ 07059

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What We Do — Beacon Financial Group

WEBPlan for Your Future. We help individuals, families, and small businesses make informed financial decisions. Because we believe in making financial advice accessible to everyone, we do not required a minimum balance to work with us. Our independent firm with an experienced team means personalized attention to support all of your specific needs.

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You Could Retire, But Should You

WEBBeacon Financial Group. 101 Town Center Dr. Suite 111 Warren, NJ 07059

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Tax Considerations for Retirees — Beacon Financial Group

WEBThe federal government offers some major tax breaks for older Americans.Some of these . perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger.

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Do Our Biases Affect Our Financial Choices

WEBInvestors are routinely warned about allowing their emotions to influence their decisions. They are less routinely cautioned about letting their preconceptions and biases color their financial choices.

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Before You Claim Social Security — Beacon Financial Group

WEBSocial Security Retirement planning Income. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision.

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Monthly Economic Update for May, 2020 — Beacon Financial Group

WEBEconomic Update Monthly Update. U.S. Markets. Stocks rebounded sharply in April, fueled by a flattening pandemic curve and positive results from a clinical trial investigating a treatment for COVID-19.

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Getting Started — Beacon Financial Group

WEBWe hold review meetings with our clients at least twice a year either face-to-face, on the phone, or via web meeting. Outside of these scheduled reviews, we are always available to discuss any questions or concerns that may arise.

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The Major Retirement Planning Mistakes — Beacon Financial Group

WEBMuch is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.

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Contact Us — Beacon Financial Group

WEBWarren Office. 101 Town Center Dr. Suite 111 Warren, NJ 07059 P: (908) 769-4333

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Is Generation X Preparing Adequately for Retirement

WEBIf you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the lives of your parents or grandparents;

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Weekly Economic Update for October 21, 2019 — Beacon …

WEBTHE WEEK ON WALL STREET. Earnings helped give the Nasdaq Composite and S&P 500 a slight lift last week, offsetting investor disappointment over the small scope of the preliminary U.S.-China trade deal reached on October 11.

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Weekly Economic Update for May 2, 2022 — Beacon Financial Group

WEBLocations. Flemington, NJ (908) 788-3636 Massapequa, NY (908) 753-4155 Clinton, NJ (908) 713-1707 North Florida (386) 314-4772

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