Being Financial

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Being Financial Are you a mindful practitioner seeking tranquility in your daily and financial life? Look no further. Let's embark on a path to financial peace together.

Are you a mindful practitioner seeking the same level of tranquility in your financial life as you cultivate in your daily practices? Being Financial offers a financial planning process that is holistic in approach, tax-aware, and retirement-focused. With a tailored, client-centered approach and a personal commitment to mindfulness, we seek to understand your unique journey and aspirations, and support you as you align your finances to your values. Contact me anytime to schedule a no obligation complimentary strategy session.

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10/16/2026

Do I have enough money to retire?

It’s one of the biggest questions people ask as retirement approaches. And the answer involves more than simply reaching a certain savings balance.

How much will you need each month? Where will your retirement income come from? How will Social Security, taxes, healthcare, and your lifestyle affect the picture?

These are all pieces of the retirement puzzle.

🧭 Join Being Financial on November 10 for our Retirement Roadmap seminar.

We’ll explore the financial considerations that can help you better understand where you stand and what to think about as you prepare for retirement.

📍 Learn more and register:
https://being-financial.com/retirement-seminar/?utm_source=facebook&utm_medium=organic_social&utm_campaign=retirement_roadmap_nov2026&utm_content=do_i_have_enough_video

Land has a financial value.But for many families, that’s only part of its value.A farm can be a business and a home. A p...
10/15/2026

Land has a financial value.
But for many families, that’s only part of its value.

A farm can be a business and a home. A piece of land can hold decades of memories. It can represent independence, responsibility, family history and hopes for what comes next.

And women have long been part of building, managing and sustaining farms, rural businesses and households.

On International Day of Rural Women, we’re recognizing that work, and the many ways financial decisions, family decisions and decisions about the land can become intertwined.

Succession planning isn’t just for large corporations.It can matter when you’re thinking about a family business, farm, ...
10/14/2026

Succession planning isn’t just for large corporations.

It can matter when you’re thinking about a family business, farm, property or another asset that requires someone to eventually take over ownership, leadership or responsibility.

And succession isn’t simply about choosing who gets something. It can also mean asking whether they want it, whether they’re prepared for it and what needs to happen before the transition.

Question to consider: If you couldn’t manage what you’ve built tomorrow, who would?

For most of our working lives, income has a familiar rhythm:Work → paycheck → bills → saving → repeat.Retirement changes...
10/13/2026

For most of our working lives, income has a familiar rhythm:
Work → paycheck → bills → saving → repeat.

Retirement changes that rhythm.

Your income may eventually come from several places, Social Security, pensions, retirement accounts, savings, investments, rental or business income, or other resources.

Figuring out how those pieces may work together is a different question from simply asking, “Have I saved enough?”

We explore what happens when the paycheck stops in our newest article:
What Will Replace Your Paycheck in Retirement?

🔗 https://being-financial.com/retirement-income-planning-replace-paycheck/?utm_source=facebook&utm_medium=social&utm_campaign=102026&utm_content=ri_blog

𝐓𝐨𝐝𝐚𝐲 𝐢𝐬 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐅𝐚𝐫𝐦𝐞𝐫𝐬 𝐃𝐚𝐲.Here in the Shenandoah Valley, agriculture isn’t an abstract part of the economy. It’s par...
10/12/2026

𝐓𝐨𝐝𝐚𝐲 𝐢𝐬 𝐍𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐅𝐚𝐫𝐦𝐞𝐫𝐬 𝐃𝐚𝐲.

Here in the Shenandoah Valley, agriculture isn’t an abstract part of the economy. It’s part of our landscape, our family histories, our businesses and our communities.

Farming also represents something we think about often: stewardship.
Building something takes work. Maintaining it takes work. Passing knowledge, responsibility and land from one generation to another takes work, too.

Today, though, we simply want to 𝐬𝐚𝐲 𝐭𝐡𝐚𝐧𝐤 you to the farmers doing that work every day.

You don’t need to have every detail of retirement figured out years in advance.But there are some questions worth answer...
10/10/2026

You don’t need to have every detail of retirement figured out years in advance.
But there are some questions worth answering before your final paycheck arrives.

How much does your life cost? Where might your retirement income come from? How will healthcare fit in? What about taxes? And maybe most importantly, what do you actually want retirement to look like?

Save this checklist and see how many you can answer today.

The questions you can’t answer may be just as useful. They can help show you what deserves more attention as retirement gets closer.

Today is World Financial Planning Day.Financial planning can involve investments, taxes, insurance, retirement, Social S...
10/08/2026

Today is World Financial Planning Day.
Financial planning can involve investments, taxes, insurance, retirement, Social Security, estate planning, and plenty of numbers.
But the numbers aren’t the destination.
Your life is.
A financial plan starts with understanding where you want to go, what matters to you and what could change along the way. Then the financial pieces can begin working together around that bigger picture.

When can I retire?It’s an important question, but it usually leads to several more.When can I access my retirement accou...
10/07/2026

When can I retire?

It’s an important question, but it usually leads to several more.
When can I access my retirement accounts? When does Social Security enter the picture? What happens around 65 with Medicare? When do required minimum distributions begin? And how early should I start putting all of these pieces together?

In our newest article, Kassi Redifer walks through some of the financial milestones that may appear on the road to retirement.

Retirement Roadmap: Understanding the Financial Milestones Ahead
Read it here: https://being-financial.com/retirement-planning-milestones-roadmap/?utm_source=facebook&utm_medium=social&utm_campaign=102026&utm_content=rr_blog

10/05/2026

How much of your financial life lives online?

Bank accounts. Credit cards. Retirement accounts. Tax information. Payment apps. Insurance. Email. Even the accounts you use to pay your monthly bills.

October is Cybersecurity Awareness Month, which makes it a good time for a quick security check. 🔐

A few habits can make a difference: use unique passwords, turn on two-factor authentication, keep your devices updated, secure your email account, and be skeptical of unexpected links, even when the message appears to come from a company you know.

Save this checklist and spend 10 minutes checking your most important accounts.

For more consumer cybersecurity guidance, the Federal Trade Commission has a helpful resource here:
⁠FTC: Protect Your Personal Information From Hackers and Scammers

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328 S. Main Street Suite 101
Harrisonburg, VA
VA22801

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