Financial Planning
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On June 20, 2018, Beacon Pointe Managing Director and Partner, James Davenport, and Senior Financial Planner, Kelly DiGonzini, CFP®, MST,…
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
A major premise for the tax reform was to simplify the tax laws. Congress has primarily tackled this goal by limiting…
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…
In your sixties, you’ll need to make some key financial planning decisions affecting retirement, so here’s our list of top tips to get you on track to live your life your way…