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Beacon Wealth Strategies LLC

5289 Owera Point Rd
Cazenovia, NY 13035

Phone:

315-655-1036

Fax:

315-655-5056

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

At Beacon Wealth Strategies, we believe wealth is about more than financial success—it's about creating the freedom, confidence, and legacy that comes with thoughtful planning. We partner with clients to simplify complex financial decisions through comprehensive, personalized wealth management that evolves with every stage of life. Our commitment is to provide objective guidance, proactive advice, and enduring relationships built on trust, helping you protect what you've built while creating opportunities for generations to come.

Alec E. Hoke

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Here are answers to some key questions about required minimum distributions.

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Estimate the future value of your current savings.

Determine whether you should consider refinancing your mortgage.

How Long Will It Take to Pay my Balance?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck