Beacon Wealth Partners

04/13/2026

"Long-term care (LTC) is one of the most overlooked parts of financial planning, but it can have a significant impact on your retirement savings and family. As people live longer, the need for care whether at home, in assisted living, or a nursing facility becomes increasingly common."

Please take a moment and read the latest edition of our Beacon Blog, courtesy of MIke Teichman, CFP® -- Mike reviews some important strategies to help address Long Term Care in retirement:

Long-term care (LTC) is one of the most overlooked parts of financial planning, but it can have a significant impact on your retirement savings and family. As people live longer, the need for care whether at home, in assisted living,...

04/13/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

03/17/2026

A timely new video on BeaconTV, to accompany our recently released Beacon Wealth Partners Bear Market Playbook:

"Market downturns are a normal part of investing. While they can feel unsettling, the right strategy can help you stay focused and even uncover opportunities. Here are some smart ways to manage volatility and stay on track, that we have compiled over our decades of working with our clients."

Market downturns are a normal part of investing. While they can feel unsettling, the right strategy can help you stay focused and even uncover opportunities. Here…

02/26/2026

Even though we are not currently in a Bear Market (a 20% drop in the stock market), these events happen every few years, so it is essential to have a gameplan for when they do occur.

From our Beacon Blog: Market downturns are a normal part of investing. While they can feel unsettling, the right strategy can help you stay focused and even uncover opportunities. Here are some smart ways to manage volatility and stay on track, that we have compiled over our decades of working with our clients:

Market downturns are a normal part of investing. While they can feel unsettling, the right strategy can help you stay focused and even uncover opportunities. Here are some smart ways to manage volatility and stay on track, that we have...

02/12/2026

Please join us in welcoming Blake Benton to Beacon Wealth Partners!

Blake specializes in guiding clients through major life transitions, including career changes, marriages, family planning, inheritances, retirement, and legacy planning.

Blake also enjoys giving back to his community through volunteering at the Jersey Shore Dream Center in Neptune, NJ.

We are honored to have him join our platinum firm within Equitable Advisors -- welcome to the team, Blake!

https://www.beaconwealthpartners.com/team/blake-benton

01/20/2026

Please join us in welcoming Gregg Pellecchia to Beacon Wealth Partners!

Gregg brings four decades of experience delivering comprehensive strategies for affluent families, business owners, municipalities, and nonprofit organizations. Known for a high‑touch, communication‑first approach, Gregg collaborates closely with clients’ attorneys and accountants to help them pursue their financial goals. We are honored to have him join our platinum firm within Equitable Advisors!

https://www.beaconwealthpartners.com/team/gregg-pellecchia

01/10/2026

As we begin another year of investing in the stock market, this is your important reminder that NO ONE knows for sure what the market will do this year, and at what times... and that volatility in stocks is completely NORMAL!

Stocks never move in a straight line, and we've seen an average of a 14.1% drop per year, going back to 1990, despite the S&P 500 averaging a 10%+ annual rate of return in that same period.

Those who prepare themselves for market fluctations are those who will be best prepared to handle it for when it comes!

Seek opportunity in these times, instead of running for the hills!

11/18/2025

If you earn more than $150,000 in employment compensation, and are age 50 or older, there is a BIG change coming to your 401k plan at work in 2026.

It will affect how you may be able to make catch-up contributions to your 401(k) plan, as per the SECURE Act 2.0.

Read more about these significant changes and how they may affect you, in our Beacon Blog:

What High Earners Need to Know About the 2026 SECURE Act 2.0 Changes for their 401ks As we look ahead to 2026, a significant change is coming to retirement savings plans that could impact those earning higher incomes. The SECURE Act 2...

11/07/2025

Want to take a deep dive into Medicare and Social Security?

"Medicare Mike" Kachmar joined us on BeaconTV to talk about these important government programs and gave helpful tips to help you in your planning. (51:41).

A recording of our webinar where we discussed Medicare and Social Security with George M. Kachmar, Financial Consultant Equitable Advisors

11/06/2025

November is Long Term Care Awareness Month -- it's a topic that no one really wants to talk about, but it can become a concern for retirees... if they don't plan for it.

Start by educating yourself on some of the different types of Long Term Care insurance out there, and how they can be coupled with a gifting strategy that makes sense for your situation.

Working with your attorney, your accountant, and your financial advisor to address these potential future issues will help give you peace of mind.

insurance can be a smart addition to your planning strategy. There are a variety of ways to secure this coverage. What are the different types of long-term care policies—and how do they work? See our guide for details.👇

10/20/2025

Are you turning 65 soon and do you have questions about Medicare and how it works?

Or are you already on Medicare and need a refresher as you enter the Open Enrollment Period (Oct. 15- Dec. 7)?

Watch our BeaconTV on the topic and reach out to us if you have any questions, as our team has the expertise to help:

Thank you for watching BeaconTV! Please reach out if you have any questions or updates for us.