The Beacon Retirement Group

"A Beacon On The Retirement Horizon"

Welcome to our site…

At The Beacon Retirement Group, we are dedicated to building value for our clients. We believe value is created by the symmetry of helpful leadership, relationship building and  creative solutions provided by our firm. We believe it is our mission to assist our clients to become clear and excited about their financial lives and we help them to build a consensus about taking actions that are in their own best interest. We are dedicated to the proposition that everyone should be able to build not only financial security for themselves but for future generations. We are legacy builders promoting financial freedom, independence and generosity as the bedrock of a truly great society.

We hope you will explore our site and make use of its tools and educational materials. You will find the calculators helpful and the web-based seminars are full of information about the financial issues on everyone’s mind. Learn about our “unique process” and our strategic partners in the About Us section. In addition, the products and services that we offer are outlined for you review.

We welcome your feedback. So please contact us with your comments and questions. Have a great day and remember - The road to financial freedom and independence is really a series of conscious and informed decisions to take actions which are in your own best interest. Why not let The Beacon Retirement Group help you move in the right direction?
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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Newsletters

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

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