On December 20th, 2019, President Donald J. Trump signed into law the Setting Every Community Up for Retirement (SECURE) Act,…
Financial Planning
It’s officially the New Year, a time to take on exciting challenges, tackle your personal goals and work toward bettering…
The legends you leave behind for your grandchildren can be implemented in a way that supports both their personal and financial growth as an individual. Goal setting and clear expectations are…
Sure, wealthy families engage in complex estate planning techniques to minimize estate tax, but they don’t overlook simple opportunities. Here are two popular and simple techniques to reduce your estate and some important pitfalls to avoid…
Charitable giving not only improves the lives of others but has been shown to increase happiness more than personal spending…
Beacon Pointe was thrilled to host Girl Scout Troop 4288 at our headquarters office in Newport Beach, CA. As part…
The hustle and bustle of the holiday season is in full swing. The coming weeks will be filled with list…
If you have a 401K, an IRA or a life insurance policy, you’ve named a beneficiary on a beneficiary designation…
Beacon Pointe CEO, Shannon Eusey, had the opportunity to sit down with Worth Magazine to talk about her recipe for…
Jumping up 16 spots from Barron’s 2018 ranking, Beacon Pointe is named a Top 20 RIA. Newport Beach, CA, Thursday,…