At Beacon Wealth Strategies I strive to help clients sucessfully navigate the complexities of their success.
Alec E. Hoke
Beacon Wealth Strategies LLC
5289 Owera Point Rd
Cazenovia,
NY
13035
Phone:
- 315-655-1036
Fax:
- 315-655-5056
E-mail:
Newsletters
-
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.
-
Strategies for Smarter Giving
In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
-
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
-
Traditional or Roth Contributions? Think It Through for Future You
When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Lease Payment
How much would your monthly lease payment be?