The Importance of Discussing Inheritance with Your Heirs
As you finalize estate plans and decide how you’ll distribute your fortune, it will benefit everyone involved to open lines of...
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7 Ways to Boost Your Savings
Although saving more takes some effort, it may be easier than you think. There may even be "free" money available that can help. Here are...
529 Plans: Which Education Expenses Are Considered Qualified?
Learn more about what the savings in a 529 plan can help pay for. 529 plans are valuable education savings tools – they allow you to...
Beacon Wealth Group Collects Hundreds of Toys for Christmas Drive
Many thanks to all who donated to our Toys for Tots drive. These fantastic toys will bring smiles to girls and boys throughout our...
Thanksgiving Turkey Drive for Our Community
A global pandemic and a local turkey shortage were not going to stand in our way! We still managed to give out 275 turkeys in a safe,...
4 Ways to Create a Meaningful Family Legacy
Legacy planning that goes beyond finances can help us live with intention. Family lends us a strong sense of identity. So it makes sense...
Year-End Tax Tips for Businesses
Help improve your bottom line with these tax mitigation strategies. It’s almost time to close the books on another tax year, but it’s...
Business Budgeting in a Pandemic-Shaken World
Reviewing your finances can help prepare your business for future disruptions. If you are like most small businesses, 2020 has been a...
Beacon Wealth Explores Retirement Planning with Blue Water Area Chamber of Commerce
Dan Krauskopf, financial advisor at Beacon Wealth Group, recently explored some retirement planning topics in an online Breakfast Brief...
CARES Act: Industry Support, Business Tax Changes and More
Passed on March 27, 2020, the CARES Act provides an estimated $2 trillion in fiscal stimulus to combat the economic impact of COVID-19...
Making Christmas Merrier for Local Kids with Toys for Tots
We were so grateful to get to sponsor a Marine Toys for Tots Foundation breakfast at Marysville Big Boy. The generosity of our clients...
Delivering Turkeys to Deserving Families in our Community
Last week we happily delivered 252 turkeys, hundreds of pounds of potatoes and many other food items to organizations that help local...
Anthony Essian Receives Bridge Builder Award
We are proud to announce that Beacon Wealth Group founder Anthony Essian received the 2019 Bridge Builder Award from Bridge Builders...
Beacon Wealth Group Celebrates Clients at Appreciation Picnic
Many thanks to all of our clients and their families who attended our recent client appreciation picnic! It was great spending time with...
Free Document Shredding Day: June 19th, 2019
Beacon Wealth Group invites you to a free Shred Day! Wednesday, June 19th 11:00 a.m. – 2:00 p.m. Stop by our office and enjoy a hotdog...
Beacon Wealth Group Featured as Chamber Member of the Month
We're very excited to be the Blue Water Chamber of Commerce February Member of the Month! We've proudly been a local chamber member for...
10 Common Scams and How to Avoid Them
As we age, we may become more susceptible to fraudsters who make a living preying on retirees. This can be especially true for widows and...
Five Summer Money Lessons for Kids
It’s never too early to teach your children or grandchildren the value of a dollar. Children and young adults with a solid understanding...
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