Financial Markets 02/09/2018
Normal or Abnormal? Diagnosing the Market: How Not to React
As the market enters its first correction since the election in November 2016, many investors are calling our office with fears that...
Continue Reading >Financial Planning 01/09/2018
Tax Reform Planning for 2018 Begins Now
In this article, I look at a topic we have been getting a lot of calls...
Asset Protection 12/29/2017
Top Ten Beacon Blog Posts for 2017
Beacon takes a look back on 2017. Throughout the year, we have covered a variety of...
529 Plans 11/28/2017
Understanding 529 College Savings Plans
This Post Also Appears in the Jewish Link of New Jersey, published November 22, 2017 We...
Asset Protection 10/24/2017
Finding a Legally Sturdy Asset Protection Strategy
Do you remember the expression, “All that glitters is not gold?” There’s a lot of wisdom...
529 Plans 10/09/2017
Can A Trust Assist with Your Asset Protection Strategy?
In my last blog, I wrote about the importance of proper titling for asset protection. The...
Education 10/05/2017
Asset Protection 101: Appropriate Titling
When thinking about wealth management, people tend to focus primarily on growing their assets. But the...