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Learn More About Your Financial Journey
At Beacon Global Advisors we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.
Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.
Financial Planning Guide
Financial Planning for International Families Residing in the U.S.
A comprehensive resource for international families residing in the U.S., outlining key financial, tax, and estate planning considerations unique to cross-border households. Our guide dives into how U.S. tax laws—particularly citizenship-based taxation and FATCA—impact individuals with global ties, and emphasizes the importance of long-term investing through diversified portfolios. Download today to learn more!
The Expat Edge
Turning Global Living Into Long-Term Wealth
For many Americans, living overseas isn't just an adventure—it's a serious financial opportunity. New roles, higher salaries, lower cost of living. But while the income grows, many expats put long-term planning on pause.
And it's not their fault. Between timezone jumps, cultural shifts, and cross-border paperwork, managing your money can feel like a full-time job in itself.
Ultimate 401(k) Guide
How to Take Control of Your 401(k) Before and After Retirement
The 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely rely on it, among other income sources, for decades in retirement. The potential tax benefits and power of compound returns can make it a great savings and investment tool for retirement. But to make the most of these accounts requires an informed strategy. There are several important things to know about your 401(k), such as how much you can contribute, options for your 401(k) when you leave your job, and how much you are paying in 401(k) fees.
Optimizing Social Security Guide
Tips to Optimize Your Social Security In Today's World
Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, "Optimizing Your Social Security in Today's World," you'll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.
Tax Planning Guide
Work To Reduce Your Taxes In This Year And The Future
We believe it's important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax "bucket" to help minimize your overall tax burden in retirement.
While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.
