Welcome to Beacon Wealth Consulting South, LLC
Newsletters
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Life Insurance in Retirement
Life insurance might not seem necessary for retirees or those close to retirement, but there are situations where coverage may make sense.
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Home Energy Rebates Could Save You Money
The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
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Cancer Happens: Insurance Can Help Fortify Your Finances
Although it’s scary to consider the possibility of a cancer diagnosis, it might be helpful to prepare for the financial implications.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?