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Author: [email protected]

Krista McBeath is the founder and President of McBeath Financial Group. Krista believes that communication and interaction with her clients on a regular basis is key to understanding their financial planning needs and assisting them in realizing their dreams and aspirations. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation. Krista believes that at the nucleus of a successful retirement plan must be a comprehensive and cohesive financial strategy. This strategy must be tailor-made to fit each individual’s unique needs, thus enabling it to meet both short and long-term objectives. Each client is given watchful attention, monitoring their progress and making adjustments as necessary for changing economic climate. Krista is a member of the National Association of Insurance and Financial Advisors, The National Ethics Association, National Association of Tax Preparers, as well as a Court of the Table member for the Million Dollar Round Table. Krista is a firm believer in continuing education and is working toward the completion of her Chartered Financial Consultant (ChFC) designation. Mrs. McBeath resides in Bloomington with her husband Robert and daughter Jillian.
Home » Archives for [email protected]
couples money relationship can be helped with financial planning
education

Money and Marriage: Understanding Your Financial Relationship

Money and Marriage: Understanding Your Financial Relationship As a financial advisor, I understand that money plays a significant role in a relationship, and it’s crucial to establish a healthy financial …

Financial Planning / Investments / Risk / Safe Money / Uncategorized

Building a Financial Strategy That Will Endure

Building a Financial Strategy That Will Endure Like the Pyramids What’s the key to a financial strategy built to last? The pyramids of Giza have stood the test of time, …

What's enough retirement savings
Retirement / Retirement Planning

The Goldilocks Paradox: Enough Savings for Retirement

The Goldilocks Paradox: Enough Savings for Retirement Do you know how much money you should be saving for retirement? As a financial advisor, you probably expect me to have that …

About McBeath Financial Group / News About McBeath Financial Group

The Future of Wealth Management in Bloomington Normal

Healthy Cells Magazine Cover Story, Dec 2022 “Preserving the Future of Wealth Management in Bloomington Normal” McBeath Financial Group shares its vision of the future of wealth management for Bloomington …

About McBeath Financial Group / News About McBeath Financial Group

Calvert and Metzler Memorial Homes In The Community Interview of McBeath Financial

In The Community Video: Calvert & Metzler Memorial Homes Interview of McBeath Financial Group Calvert & Metzler Memorial Homes “In The Community” honored McBeath Financial Group with a spotlight interview! …

Financial Planning / Retirement / Retirement Planning / Risk / Tax Planning

Life Storms: Protecting Your Retirement From Multiple Threats

Life Storms: Protecting Your Retirement From Multiple Threats Gas prices and inflation are spiraling out of control. Investment accounts are suffering. Health costs keep rising. Taxes increases are expected. It’s …

Financial Planning / News About McBeath Financial Group

Voted Bloomington Normal Area’s Best Financial Planning Office

Voted Bloomington Normal Area’s Best Financial Planning Office, Again! We are proud to announce, we have been chosen by Pantagraph Readers as Bloomington Normal Area’s Best Financial Planning Office! It’s …

Financial Planning / Investments

A Financial Advisor’s Role is Like Fishing With Kids

A Financial Advisor’s Role is Like Fishing With Kids This summer, I realized my job as a financial advisor is in some regards, similar to a parent fishing with their …

Financial Planning / Retirement / Retirement Planning / Roth Conversion

Retiring in a High Inflation Market

Guidance for Retiring in a High Inflation Market Retirement is often referred to as our golden years, and for many on-the-cusp retirees, it’s exciting to anticipate what the future will …

Estate Planning / investment advisor / long term care / Uncategorized

Honoring A Spouses Memory by Creating a Legacy

Out of the Heartache of Alzheimer’s, Passion Leads to a Legacy I often don’t know what to expect when I meet a prospective client for the first time.  Obviously, by …

Krista McBeath author of The Generational Wealth System
Estate Planning / News About McBeath Financial Group / Uncategorized

Krista McBeath Author the Generational Wealth System

The Generational Wealth System by Krista McBeath A Holistic Approach to Preserving Your Wealth and Legacy I’m proud to finally announce the upcoming release of The Generational Wealth System, a …

Financial Planner Company Growth
About McBeath Financial Group / News About McBeath Financial Group

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 …

Financial Planning / investment advisor

Voted Bloomington Area’s Best Investment Firm, Best Financial Planning Office and Best Financial Planner

Voted Bloomington Area’s Best Investment Firm, Best Financial Planning Office and Best Financial Planner It’s official, The Pantagraph has announced McBeath Financial Group has been chosen as the Bloomington Area’s …

City of Bloomington Financial Planning Firm
Financial Planning / Retirement Planning

City of Bloomington and Town of Normal Financial Planning Firm Sponsor

Financial Planning Firm Sponsoring the Official Bloomington and Normal Community Video Program McBeath Financial Group is proud to announce we have accepted an invitation to serve as the Financial Planning …

how much money is enough for retirement
Retirement / Retirement Planning / Uncategorized

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
Financial Planning / Tax Planning / Uncategorized

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 …

investment advisor / Uncategorized

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. …

Financial Planning

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 …

Estate Planning

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.
Estate Planning / Financial Planning / Tax Planning

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 …

Financial Planning / life insurance

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
Financial Planning

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 …

Bloomington Normal Area Best Financial Planner Best Investment Advisor 2020
Financial Planning / investment advisor

Bloomington Normal Area Best Financial Planner and Best Investment Firm 2020

Voted Bloomington Normal Area’s Best Financial Planner and Best Investment Firm for 2020! Bloomington Normal Area, we thank you once again for voting McBeath Financial Group as your first choice …

How to convert retirement savings accounts into monthly income Bloomington IL
401K / Annuities / Annuities / ETFs / Financial Planning / IRA and Roth IRA / Retirement / Retirement Planning / Safe Money

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
Investments / IRA and Roth IRA / life insurance / Retirement / Roth Conversion / Tax Planning / Tax Savings

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
Financial Planning / General / investment advisor

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
ETFs / Financial Planning / Mutual Funds / Tax Planning

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 …

401k Rollovers Bloomington Normal IL
401K / Financial Planning / investment advisor / IRA and Roth IRA / Retirement

Why Are Retirees Leaving Money in Their 401k Plans

Why Are Retirees Leaving Their 401K Money With Their Former Employer’s Plan? “It’s your money!  You get to decide what to do with it!”, is what my husband recently said …

401K / Financial Planning / IRA and Roth IRA / Retirement Planning / Roth Conversion / Tax Planning

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
education / Financial Planning / investment advisor / Investments / Safe Money

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 …

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203 Landmark Dr Unit A Normal, IL, 61761 | (309) 808-2224 | [email protected]
Advisory services are offered through Landmark Wealth Management Inc, dba McBeath Financial Group, an Illinois Registered Investment Advisor firm. Insurance products and services are offered through McBeath Tax and Financial Services, LLC. McBeath Financial Group and McBeath Tax and Financial Services, LLC. are affiliated. All content of this website is for information purposes only. Opinions expressed herein are solely those of McBeath Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation.
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