Beachy Wealth Management LLC

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Beachy Wealth Management LLC Our page is intended to communicate with the public about very important topics and issues facing each and every one of us.

As a Certified Financial Planner™, I am able to serve all of my clients financial needs.

Does it make more sense to push back retirement, or not to retire at all?
10/16/2026

Does it make more sense to push back retirement, or not to retire at all?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
10/14/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
10/12/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Have a kid heading off to college? Here are a few tips.
10/09/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/07/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Do you know how long it may take for your investments to double in value?
10/02/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How much is enough for your emergency fund?
09/30/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
09/28/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
09/25/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
09/23/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

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3484 Stellhorn Road
Fort Wayne, IN
46815

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