Awarded #1 for Best in Financial Planning and #1 Investment Firm, McBeath Financial Group is Proud to be The Pantagraph Reader’s Choice! Yes, Pantagraph Reader’s Choice Awards for 2018 have been …
The Investment Services Toolbox: Avoiding “Maslow’s Hammer” “I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” American …
Rock Star Sammy Hagar can’t retire at 55, but maybe you can! Maybe you remember Sammy Hagar’s song “I can’t drive 55!” back in 1984 before he joined the music …
You might have seen the news about how Trump’s initial tax plan might have affected IRA limits. It appears those changes did not make it into the final legislation, but …
Let’s face it. Sometimes you can do everything right, and it still feels like you end up getting a raw deal. You want to scream your frustrations at the world. …
While an estate plan may certainly include legal structures that advantageously transfer wealth to the next generation, there are many other parts that are important for peace of mind and …
When reviewing financial forecasts with clients, they are often shocked at projections for medical expenses in retirement 1. I utilize cutting edge software to estimate the increase in costs and …
A fee-based financial planner provides services outside of what might be offered by a regular stock broker or perhaps an insurance representative selling a financial vehicle. Often times, with retirement …
Taking the fear out of retiring is one of the main reasons to enlist the services of a financial planner. Knowing when you are able to retire securely requires careful …
The thought of setting the first appointment with a financial advisor can be a stressful experience for many. In this segment of Retirement and Financial Focus, Krista explains what to …
A commonly known quote says that the best-laid plans of mice and men often go awry. In the course of financial planning, I do my best to help people financially …