Retirement Accounts, IRAs, 401Ks, 529 Plans, Financial Services, Stocks, Bonds, Mutual Funds, Variable and Fixed Annuities, Insurance
As a member of the FINRA and SIPC, Beaconsfield Financial Services, Inc. is a full service brokerage firm specializing in personal relationships established between a registered representative and his/her client.
Should you wish to transact business or discuss your personal investment needs, please call your Beaconsfield registered representative. If you do not currently have a relationship with Beaconsfield established, please call to discuss establishing one. A strong portfolio is built on a sound foundation. Working with your stated objectives and goals, we have the expertise and resources at Beaconsfield Financial to direct your investment strategies. We look forward to helping you with your investments.
Newsletters
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lease Payment
How much would your monthly lease payment be?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.