The SECURE Act: Summary of Key Changes
On December 20th, 2019, President Donald J. Trump signed into law the Setting Every Community Up for Retirement (SECURE) Act,…
Read moreBeacon Pointe Advisors
Four Essential Estate Planning Ingredients
Think of an estate plan as a blueprint for what happens after your incapacitation or passing. Imagine your family making…
Read more
Advanced Parenting: Expectation Statements
The legends you leave behind for your grandchildren can be implemented in a way that supports both their personal and…
Read more
Kids and Money: Girl Scouts Take on Budgeting
Beacon Pointe was thrilled to host Girl Scout Troop 4288 at our headquarters office in Newport Beach, CA. As part…
Read more
‘Tis the Season of Giving
The hustle and bustle of the holiday season is in full swing. The coming weeks will be filled with list…
Read more
Divorce: Navigating a New Normal
Client Situation: Jane is a 48-year-old stay-at-home mother of three daughters who has been married to Ben, a real estate…
Read more
Beacon Pointe Flexes Industry Knowledge at Fidelity Inside Track
Several members from the Beacon Pointe team participated in the Southern California 2019 Fidelity Inside Track event held in Dana…
Read more
Trust Assets: Dealing with Family Finances
Client Situation: Marcus Jacobson recently passed away, leaving his wife Judith in hospice care and his two children, Mitzi and…
Read more
Annual Day of Service: The Gift of Giving
Beacon Pointe is well known for its work with nonprofit clients across Southern California and beyond. The company’s Institutional Consulting…
Read more