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 …
Why I Chose the ChFC ® Designation over the CFP ® Certification
Choosing the Chartered Financial Consultant (ChFC) ® Designation over the Certified Financial Planner (CFP) ® Certification Certified Financial Planner (CFP) ® is the media love child for financial advisor designations. …
Is Health REALLY More Important than Wealth in Retirement?
Retirement & Financial Focus: Health or Wealth; Which is More Important? Retirement & Financial Focus is a video series, hosted by Krista McBeath of McBeath Financial Group, an investment advisory …
Non-Covered Medical Expenses; Good Investment or Not?
From a money management perspective, how is it possible that paying for medical care out of pocket can be a smart investment? As we well know, health insurers are huge …
Annuities and Retirement Planning
You may have heard that IRAs and employer-sponsored plans (e.g., 401(k)s) are the best ways to invest for retirement. That’s true for many people, but what if you’ve maxed out …
Improving Portfolio Performance with Asset Allocation
One of the most important decisions for your investment portfolio is your choice of asset allocation. Asset allocation refers to how a portfolio is divided up among the various types …
Is It Wise to Trade Your Pension for a Lump Sum?
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector workers and 75% of …
Introducing McBeath Financial Focus Videocast Series
McBeath Financial Group is extremely excited to formally announce the release of the first episode of a newly created video series, McBeath Financial Focus! Every month, the Focus series will …
Nearing Retirement? Time to Get Focused
Nearing Retirement? Time to Get Focused! If you’re within 10 years of retirement, you’ve probably spent some time thinking about this major life change. The transition to retirement can seem …
Six Potential 401(k) Rollover Pitfalls
You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble free, there are …
Six Life Insurance Beneficiary Mistakes to Avoid
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy’s beneficiaries should be a relatively simple …
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each …
Should Life Insurance Be Part of Your Retirement Plan?
Most of us think of life insurance as protection against financial loss should we die prematurely. But if and when we reach retirement and the kids are all self-sufficient, do …