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…
Financial Planning
By bpclone Financial Planning
How Much Does College Cost? It’s important to have an idea of what the expected costs of college are in…
Beacon Pointe hosts its 8th consecutive investment forum at its headquarters in Newport Beach, CA – this year, in 2019,…
By BPPrivateWealth Financial Planning
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…
By BPPrivateWealth Financial Planning
Seventy somethings are more active than ever but many worry about outliving their money or having a health concern that puts their future at risk. If you’re in your seventies you need to know the lifestyle you can afford and how you’ll create the “paycheck” to pay for it. Here’s our list of top financial tips to get on track in your seventies.
By BPPrivateWealth Financial Planning
What’s the biggest perk? It’s not a gold watch or even retiree medical insurance. It is the company stock that they have been buying. Why? The IRS gives special tax incentives for owning employer stock inside your retirement plans referred to as Net Unrealized Appreciation (NUA)…
Newport Beach, California – November 6, 2018 – Beacon Pointe Advisors has hired Michael Dow, CFA, CPA, as Chief Investment Officer. Michael…
By BPPrivateWealth Financial Planning
Fifty somethings may still be raising children and caring for aging parents, but they only have 10-20 years to create the nest egg from which they’ll draw from for the 20-30 years they’ll spend in retirement, so…
By bpclone Financial Planning In The Community
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
By BPPrivateWealth Financial Planning
The goal of diversification is to reduce risk. The logic is quite simple. If you invest in things that do not move in the same direction, at the same time or at the same pace, then you will reduce your chances of losing all of your money at the same time or at the same pace. But, diversification is more than…