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 financial planning topics.



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Focusing on Income First, To Make Your Income Last

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.

College Savings Plans FAQs

College Savings Plans FAQs

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.


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