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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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…
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.
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…
