My Three Rules for Vacations and Financial Planning
3 Unbroken Rules for Vacations and 3 for Financial Planning As an Investment Advisor and Financial Planner, I’m quite familiar with the anticipation that my clients feel in preparing for …
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 …
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 …
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. …
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 …
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 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 …
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 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. …
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.