Beacon Retirement Planning Group, Inc.

Like most Americans, you're probably preparing to file your tax return shortly. Before meeting with your CPA or financial partner, take a look at the income tax brackets for 2020. Questions? We can help. Give us a call at (760) 692-0770 or schedule your free one-on-one in person or virtual planning session now - https://calendly.com//retirement-planning-consultation-brpg

We’re not in control of markets, the economy, or the pandemic. But we are in control of more than we think. Learn how to tidy up your financial life in this month’s Visual Insights Newsletter! https://financeinsights.net/6j6PfJ7YI1w3eiM2NWhNBKWd

Concerned about how to retire when the world is so uncertain? Read this FREE guide. Some steps are time sensitive, so it’s critical to take action now. Overwhelmed and need personal advice now? Give us a call at (855) 346-2663 to get your questions answered in a complimentary 1-on-1 phone appointment. Ready to schedule a meeting? We have reserved some time for you - https://calendly.com//retirement-planning-consultation-brpg.

You may be past full retirement age, but did you know you can undo the decision to delay your benefits? A lump-sum payment may be right for you if you’re suddenly in need of cash.

The good news: the economy is making progress as it recovers from the COVID pandemic. The bad news: that recovery could take years to complete. Check out our latest blog post for an update on the economy and the investment markets. Read More: https://www.brpg-inc.com//covid-economic-update-fed-chairm

What has 2020 done to your portfolio? It’s possible that your allocation is completely out of balance. Check out our latest post to learn what you can do to align your portfolio with your risk tolerance. Read More:https://www.brpg-inc.com//has-2020-volatility-thrown-your-

We’re almost there.the 4th quarter of 2020 is right around the corner. This year has been a rollercoaster but there could still be a few surprises that may threaten the markets. You can learn more in our latest blog post. Check it out today! Read More: https://www.brpg-inc.com//fourth-quarter-preview-what-to-e

https://www.brpg-inc.com//why-social-security-benefits-hav

What are the biggest expenses you’ll face in retirement? Healthcare? Housing? Travel? All of those costs could be significant, but one of the biggest could be taxes Read More: https://www.brpg-inc.com//5-ways-to-reduce-your-taxes-in-r

Is there any hope for success in a down year?

Join us for a complimentary webinar on Taxes in Retirement. August 6, 2020 at 12:30 PM or 6:30 PM PST https://webinar.taxesdeclassified.com/carlsbad-ca-august-20

It’s impossible to predict what each asset class will do in the short-term. That doesn’t stop people from trying though

Even in down years, there are still opportunities to improve your financial future. We are sharing three such moves to consider in your strategy

When can we expect to see an economic recovery?

The events of this year have rocked the financial markets. Which assets are we considering winners in the first half of 2020?