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Blog

Beacon Wealth Management | Mar 8, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Beacon Wealth Management | Mar 8, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Money Management For College Students | Beacon Wealth Management
Beacon Wealth Management | Jan 28, 2021

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Retiring At The Same Time As Your Souse | Beacon Wealth Management
Beacon Wealth Management | Jan 28, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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9720 Cypresswood Dr., Suite 345
Houston, TX 77070

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713-533-1040 Option 3
kshepherd@beaconwm.net

GET IN TOUCH

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Wealthcare Advisory Partners LLC a SEC registered investment advisor. Wealthcare Advisory Partners LLC and Beacon Wealth ManagementLLC are separate entities from LPL Financial.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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