Complimentary Guides for the Retirement Journey
Retirement Planning Resources
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10 Questions for a Successful Retirement
How Secure Do You Feel About Your Retirement?
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The 10 Most Important Questions You Need to Answer to Test Your Retirement Plan.
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How to Evaluate Competing Retirement Strategies.
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How to Detect the "Income Gap" Between What You have and What You Need...Plus, How to Bridge That Gap!
Does Your Retirement Plan Pass the 10-Question Test?
The Generational Wealth System
A Holistic Approach to Preserving Your Wealth, Lifestyle & Legacy
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Threats to your assets and how to leverage wealth to protect your family's inheritance.
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Strategies for confidently pursuing portfolio growth without losing sleep.
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How to enjoy the fruits of your labors while living and giving for maximum rewards.
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How to avoid a retirement tax strategy that could leave a tax nightmare for your heirs.
About the Author, Krista McBeath
"Too many families spend decades building wealth… without realizing how much could quietly be lost to taxes, poor planning, market risk, or missed opportunities."
Krista McBeath is the founder and president of McBeath Financial Group, a Bloomington-Normal based wealth management firm focused on retirement planning, investment management, and tax-aware financial strategies.
For decades, Krista has helped individuals and families approaching retirement think beyond traditional financial planning by focusing on long-term lifestyle goals, retirement income, tax efficiency, and legacy planning strategies.
Her insights have been featured in publications including InvestmentNews, Healthy Cells Magazine, and Financial Horizons. Krista has also been recognized by the Bloomington-Normal community through multiple Pantagraph Readers’ Choice awards for Financial Planning and Investment Services.
Through resources like The Generational Wealth System and 10 Questions for a Successful Retirement, Krista’s goal is to enlighten families about critical principles regarding protecting and maximizing the wealth they’ve worked so hard to build.
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