Financial Planning
A focus on and dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics.
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Beacon Pointe hosts its 8th consecutive investment forum at its headquarters in Newport Beach, CA – this year, in 2019,…
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…
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.
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…