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Retirement Planning


Educational Seminars on Family Financial Situations

Beacon Financial will provide customized educational seminars and meet with members individually. Our goal is to help your members better understand their financial situations, educate on current programs available so they can be prepared for a more secure retirement. We cover the following topics and common questions:Beacon Financial will provide customized educational seminars and meet with members individually. Our goal is to help your members better understand their financial situations, educate on current programs available so they can be prepared for a more secure retirement. We cover the following topics and common questions:

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Pension Maximization

Get the Most Out of Your Pension & Secure Your Family’s financial Security Pension maximization is an effective solution that works for married individuals who are current participants in a pension plan. Pension maximization helps you receive your maximum retirement benefits and guarantees your surviving spouse an income after your death. The pension maximization strategy

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How much money will you need to retire?

How much money will you need to retire? If you are currently 40 years old, have an annual income of $75,000, and want to retire at the age of 67, you will need approximately $2 million in the bank. No problem, right? For nearly 60 percent of Americans who have saved less than $25,000, it’s [...]

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Exploring Retirement Planning

Are you counting on Social Security, Medicare and your government-sponsored pension to carry you through retirement? There is an age-old adage that goes something like this: If you want something done right, you have to do it yourself. Could it also be that if you expect to have money for retirement, you need to plan

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