Resources

We have provided the below resources as informational tools for your reference.

Our Custodians

Calculators

Ever wondered if it’s worth saving now, or later? What about if you’ll ever be a millionaire? You can use these calculators to make educated guesses, but please keep in mind these are simple calculators and should not be used as a basis for investment decisions.

 


Create a Trust, Will, or Guardianship

Trust & Will’s goal is to make the process of setting up a Guardianship, Will or Trust as simple and straightforward as possible.

Whether you’re just starting your research on what’s an estate plan, who should have one and how to create an estate plan, or you’re navigating the nomenclature of the various options available to you, they have you covered.

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Recent Commentary & Guides.

 
Featured
How the Change in State Property Tax Rules Could Impact Your Financial Plan
How the Change in State Property Tax Rules Could Impact Your Financial Plan

A home is often the most valuable asset a family has. This proposition passing means that all homeowners who are over 55 (or who meet other qualifications) would be eligible for property tax savings when they move. This has the potential to impact your cash flow during retirement and your decision on whether or not to relocate.

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Apple’s 2020 Product Launch and the Future of 5G
Apple’s 2020 Product Launch and the Future of 5G

Everyone is talking about Apple's product launch yesterday, but beyond their new iPhone this launch coincides with the large scale nationwide rollout of 5G technology.

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5 Tips for Financial Self Care
5 Tips for Financial Self Care

Self-care is more than eating a salad and taking a bubble bath, it’s determining your needs and goals and making them happen, because you know you are worth it!

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What You Need to Know About the Federal Reserve’s Predictions.
What You Need to Know About the Federal Reserve’s Predictions.

The Federal Reserve Open Market Committee (FOMC) held its September meeting earlier this week, a notable one since this will be the last before the November elections. The Federal Reserve decided to hold its benchmark interest rate at 0-0.25% and continue its program of asset purchases

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A Snapshot of Beta Wealth’s Investor Resilience During the Downturn
A Snapshot of Beta Wealth’s Investor Resilience During the Downturn

Just as investors should stay even-keeled during downturns, they should ignore the euphoria of a sudden surge in the market and the fear of missing out on easy gains (also known as FOMO).

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COVID-19 UPDATE: Live at the Lab with Dr. Erica Ollmann Saphire
COVID-19 UPDATE: Live at the Lab with Dr. Erica Ollmann Saphire

At Beta Wealth Group, we believe that the most important wealth you can have is your health. That is why we host events with insider information for our clients and their community.

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The CARES Act: The Largest Stimulus Package in U.S. History
The CARES Act: The Largest Stimulus Package in U.S. History

The last few weeks have been surreal and frightening as we watched a pandemic accelerate across the globe. At first is seemed like a geographically distant and even detached issue that would never step foot on our doorsteps. Then within a matter of weeks the tones of our leaders grew stern..

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