Blog

Financial Planner Company Growth

A Milestone for McBeath Financial Group

A Milestone for McBeath Financial Group This week, McBeath Financial Group crossed a significant milestone for the future of our clients and the future of our company!  We are proud …

how much money is enough for retirement

Enough Money to Retire Yet

Boat Shopping and Retirement Savings: Do I Have Enough Money Yet? My family and I recently returned from our annual summer trek to Minnesota, where we take time off from …

Financial Technology use in Financial Planning

Fintech for Financial Planning

Fintech for Financial Planning 3 Reasons My Clients Love FinTech (Even If They Don’t Know What That Is) Like many kids I learned to play the piano; I was taught …

Eyes on Your Own Money

Eyes On Your Own Money The other night my family did something so 2019. We went out. Together. In public! Specifically, we attended a school function, live and in person. …

The Sweat and Stress Driven By Love

The Sweat and Stress Driven By Love My brother’s two boys needed a little happiness in their lives after the recent events.  I knew I had to do something to …

What Happens After a Loved One Passes

The Shock and the Aftermath of a Loss It’s been three weeks since the sudden loss of my brother.  Even writing these words seems to tighten my stomach in knots …

transferring wealth to the next generation.

Transferring Wealth While Living

Strategies for Transferring Wealth to the Next Generation Planning for the transfer of your wealth to loved ones may be the most rewarding result of a comprehensive financial plan.  So …

Life Insurance Planning for Needs

Who Needs Another Life Insurance Pitch? Have you seen the Bill Murray movie, Groundhog Day? No matter how many times I watch it, one scene always has me laughing. It’s …

reno gives financial planning perspective

Fresh Perspective on Financial Planning

Bathroom Reno Snags Give a Fresh Perspective on Financial Planning As you might expect from a financial planner, masterminding has always been a virtue of mine.  As a teenager, I …

How to convert retirement savings accounts into monthly income Bloomington IL

Convert Savings Into Retirement Income

How Do You Convert Savings into Retirement Income? How to turn retirement savings accounts into a steady income stream is one of the most crucial questions most people will want …

tax planning for retirement buckets

Tax Free Retirement

Is There Such Thing as a Tax Free Retirement? “I’m going to sell my house and buy a condo on the beach!” “I’m going to buy my dream car!” “We’re …

Hire a Financial Advisor that Fits Like a Good Stylist

Who Should Not Meet Me for Financial Advice

Why You Should NOT Meet Me For Financial Advice Yes, you read the title correctly. I’m absolutely not the right advisor for financial advice for everyone. I’m very upfront that …

ETF Investments Bloomington Normal

ETF Investments

Why Are Savvy Investors Flocking to ETFs? Exchange Traded Funds (ETFs) originated in 1993 as an easy and low-cost way for individuals and investment firms to have easy access to …

Save Taxes In Retirement

Does the Rapid Market Recovery Signal a Missed Opportunity to Save Taxes in Retirement? The Market Drop May Have Been a Huge Opportunity for a Tax-Free Retirement Sheltering in place …

Financial Planners McBeath Financial Group Help Alleviate Fears Due to Market Losses

The CARES Act Reaction to Market SCARES

The CARES Act Following Market SCARES Panic How Can the CARES Act Help Those Facing Economic Losses Rapid market drops and fears of a recession set Congress into quick action …

DIY Financial Planning

DIY Financial Planner Problems

Why are DIY Financial Planners Turning to Financial Advisors? “I’ve Got a 401k and Social Security. Why Do I Need a Financial Planner?” Is often said as people enter retirement. …

Financial Planner and Investment Advisor Can Avoid Help Avoid Retirement Tragedies

Why You Need a Financial Planner and an Investment Advisor for Retirement

I’d like to explain what I feel are the two most crucial roles to actually helping people achieve their financial goals: financial planning and investment management. While a financial planner and an investment advisor may be the same individual, ideally they each fulfill two separate purposes.

Retirees Trying to Adjust to the SECURE ACT

Secure Act Changes to Retirement Plans

The most sweeping legislative tax or retirement reform in over a decade became active on January 1st, 2020. For some, it may help prepare for retirement, but for others, it may not have a positive impact at all. Those that will be hurt the most are likely those that don’t understand the new changes and how to adjust. As with any change, The SECURE Act may reveal new opportunities with a new retirement strategy.

Feeling Queasy in Market Turbulence

That Queasy Feeling in Turbulence Recent Market Drops Can Raise Tension Like a Bad Flight As an investment advisor, when we see a significant market drop, it sometimes warrants a …

Nobody Ever Frames Their Financial Plan

Nobody Ever Frames Their Financial Plan Most of my clients will never realize how much detail and attention I put towards building their comprehensive financial plan. When I create these …