Fintech for Financial Planning
Fintech for Financial Planning 3 Reasons My Clients Love FinTech (Even If They Don’t Know What That Is) Like many kids I learned to play the piano; I was taught …
Transferring Wealth While Living
Strategies for Transferring Wealth to the Next Generation Planning for the transfer of your wealth to loved ones may be the most rewarding result of a comprehensive financial plan. So …
Tax Free Retirement
Is There Such Thing as a Tax Free Retirement? “I’m going to sell my house and buy a condo on the beach!” “I’m going to buy my dream car!” “We’re …
ETF Investments
Why Are Savvy Investors Flocking to ETFs? Exchange Traded Funds (ETFs) originated in 1993 as an easy and low-cost way for individuals and investment firms to have easy access to …
Save Taxes In Retirement
Does the Rapid Market Recovery Signal a Missed Opportunity to Save Taxes in Retirement? The Market Drop May Have Been a Huge Opportunity for a Tax-Free Retirement Sheltering in place …
Secure Act Changes to Retirement Plans
The most sweeping legislative tax or retirement reform in over a decade became active on January 1st, 2020. For some, it may help prepare for retirement, but for others, it may not have a positive impact at all. Those that will be hurt the most are likely those that don’t understand the new changes and how to adjust. As with any change, The SECURE Act may reveal new opportunities with a new retirement strategy.
Tax Advantaged Strategies for Charity Support
Tax Advantaged Strategies for Charity Support How to Maximize Your Tax Benefits While Building a Legacy We’ve all heard of the philanthropic foundations that the wealthy have established, such as …
How Could the New Tax Plan Affect My 401K Options When I Retire?
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 …
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 …
Reviewing Your Finances Mid-Year
You made it through tax season and now you’re looking forward to your summer vacation. But before you go, take some time to review your finances. Mid-year is an ideal …