Retirement Planning for Women: Empowering Your Financial Future Retirement planning can be a daunting task, but as women, we possess unique qualities that make us well-equipped for success. From patience to the ability to ask for help, these traits can set us up for a secure and prosperous retirement. Speaking from personal experience, I have…
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Money and Marriage: Understanding Your Financial Relationship
Money and Marriage: Understanding Your Financial Relationship As a financial advisor, I understand that money plays a significant role in a relationship, and it’s crucial to establish a healthy financial connection between partners. Like any other relationship, the harmony between spouses and their finances requires attention, respect, and understanding. Of course, having regular communication about…
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Building a Financial Strategy That Will Endure
Building a Financial Strategy That Will Endure Like the Pyramids What’s the key to a financial strategy built to last? The pyramids of Giza have stood the test of time, enduring centuries of wind, sand, and human activity. These ancient structures were engineered with precision and attention to detail, designed to last for generations. Similarly,…
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The Goldilocks Paradox: Enough Savings for Retirement
The Goldilocks Paradox: Enough Savings for Retirement Do you know how much money you should be saving for retirement? As a financial advisor, you probably expect me to have that answer for you. However, the answer is a lot more complicated than you might think. You should save as much as possible for retirement, but…
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Life Storms: Protecting Your Retirement From Multiple Threats
Life Storms: Protecting Your Retirement From Multiple Threats Gas prices and inflation are spiraling out of control. Investment accounts are suffering. Health costs keep rising. Tax increases are expected. It’s like a storm battering your retirement’s stability from every direction. How can you protect your retirement from so many threats? Midwestern storms often rock our…
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A Financial Advisor’s Role is Like Fishing With Kids
A Financial Advisor’s Role is Like Fishing With Kids This summer, I realized my job as a financial advisor is in some regards, similar to a parent fishing with their kids! I’ve found clients who enjoy having control of their finances often appreciate a financial advisor doing the tedious work. They can keep their hand…
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Retiring in a High Inflation Market
Guidance for Retiring in a High Inflation Market Retirement is often referred to as our golden years, and for many on-the-cusp retirees, it’s exciting to anticipate what the future will be. But for those just beginning or near retirement, the market drops due to high inflation could create uneasy feelings about the future. The resulting…
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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 the time we first talk, I know they have a specific financial need they want to be met. But there’s always a story behind the…
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City of Bloomington and Town of Normal Financial Planning Firm Sponsor
Financial Planning Firm Sponsoring the Official Bloomington and Normal Community Video Program McBeath Financial Group is proud to announce we have accepted an invitation to serve as the Financial Planning firm sponsoring the Official City of Bloomington and Town of Normal Community Video Projects. Both the Town of Normal and the City of Bloomington…
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Enough Money to Retire Yet
Boat Shopping and Retirement Savings: Do I Have Enough Money Yet? My family and I recently returned from our annual summer trek to Minnesota, where we take time off from our busy routines and welcome a slower-paced lifestyle and plenty of relaxation. Since we stay on lakefront property, we also take advantage of water-based activities,…
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