If you’re like most people, the goal of saving and investing is to eventually create an investment portfolio that can help support your lifestyle in retirement. The Beacon Pointe Income First Retirement Strategy is an investment strategy designed to help individuals live off their wealth for multiple decades, protect their assets, and leave a legacy for what is important to them.
Financial Planning
One of the most common questions we hear from clients is how to help an adult child buy a home. Here we describe the pros and cons of the three most common ways to help your child with a down payment.
It is important to have an idea of what the expected costs of college to help determine how much to save. Tuition, fees, room, and board in the 2022-23 school year averages $57,570 annually at private universities and $27,940 annually at public universities.1 The chart below summarizes the expected costs for the average public and private school costs for tuition, fees, room, and board.
End-of-year tax planning is more difficult this year than it normally is, given that we do not yet know if this year will bring changes…
2022 flipped investment strategies on their heads — but with a few lessons learned, 2023 is looking much brighter.
End-of-year tax planning is more difficult this year than it normally is, given that we do not yet know if this year will bring changes…
Most Americans don’t have a will or trust, so if you haven’t gotten around to putting one in place, you’re not alone. Maybe you thought you were too young to need a plan or you’ve known you needed a plan but just haven’t made it a priority. The truth is that regardless of the reason for not having a plan, no excuse will matter if…
If you do not already have these important documents in place for an adult child in college, it is time that you do. College is an…
For those who desire to acquire an introduction to investing, markets and finance, or wish to expand their macroeconomic and market…
With market volatility comes the opportunity to leverage down and minimize distributions from portfolios that…
