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Beachy Wealth Management

Making Your Tax Bracket Work The Cost of Procrastination Exit Strategies of the Rich and Famous Perception vs. Reality

Helpful Content

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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