Why It’s Important to Plan Ahead for Senior Living
Senior years can be some of life’s best years, but it requires planning ahead. There are important decisions that must be made in financial preparation as well as securing a …
Best Protection Against Costly Medical Expenses in Retirement?
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 …
Which Is More Important, Health or Wealth?
Health and wealth are both very important concerns as we age. As a wealth management firm here in Bloomington Normal, we are focused on the financial side of a successful …
How Can Retirees on a Fixed Budget Afford the Activity & Recreation Center?
The Normal Activity and Recreation Center (ARC) offers incredible services for seniors, as explained by Communications Coordinator, Sammi Oleson in last week’s episode of Retirement & Financial Focus. Some may …
Why is it So Important to Have a Facility for Retirees?
The Activity and Recreational Center (ARC) of Normal is a community resource serving McLean County members aged fifty-five and over. As baby boomers are reaching retirement in record numbers, this …
What McLean County Retirees Need to Know about the ARC
Since opening it’s doors at the new location at 600 E. Willow Street, in Normal, the membership numbers for the Activity and Recreation Center (ARC) have been growing at a …
The Cost and Benefit of a Financial Planner
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 …
What Happens in a First Financial Planning Appointment?
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 …
McBeath Financial Focus Video Series Overhauled
For months, Krista McBeath has hosted the videocast, McBeath Financial Focus featuring McLean County’s foremost experts on retirement and financial matters. And while it’s been successful, it’s been said that all great …
Financial Focus on Liquid Money Options with Julie Workman of Mid-Illini Credit Union
How important is low-risk, short-term, liquid money to the success of a financial plan? When financial planning with clients, I place strong emphasis on having the availability of adequate funds …
Financial Focus on Charity Support with Kathy Schniedwind, Humane Society of Central Illinois
This month McBeath Financial Focus showcases a charitable organization that is dear to our heart! And there is none better to represent the Humane Society of Central Illinois than Kathy …
Financial Focus on Insurance Protection, with Bill Lawrence
McBeath Financial Focus presents a special guest, Bill Lawrence, President of P/L/R Insurance Services! The video series features Bloomington Normal experts on financial and retirement related subjects. So, it’s critical …
Financial Focus on Funeral Pre-Planning, with Chad Sparks
Financial Focus on Funeral Pre-Planning, with Chad Sparks Continuing in our endeavors to bring the most dynamic McLean County experts to educate and entertain in financial and retirement topics, McBeath …
Financial Focus on Estate Planning with Chad Ritchie
McBeath Financial Group is proud to present our very first guest speaker sharing his expertise in Estate Planning! In this featured interview video, Estate Planning Attorney Chad Ritchie of Ritchie …
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 …