Keys to Creating an Estate Plan that Fits You
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 …
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 …
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 …
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 …
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 …
How do you Know When You Are Able to Retire?
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 …
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 …