Craig Capital Wealth Management - Beth Beebe

07/04/2026

250 years.

That’s something worth celebrating.

For 250 years, America has been shaped by people who believed in building something better for themselves, for their families, and for future generations.

As financial advisors, we’re fortunate to see that same spirit every day.

It’s in the business owner taking a chance.
The couple preparing for retirement.
The parents saving for their children’s future.
The grandparents creating a legacy they’ll never fully see but deeply believe in.

While the world around us continues to change, some things remain constant: hard work, resilience, opportunity, and hope for what’s ahead.

From all of us at Craig Capital Wealth Management, we wish you a safe, joyful, and meaningful Independence Day as we celebrate America’s 250th birthday.

Happy Fourth of July!

06/29/2026

A lot of people spend years planning for retirement but very little time thinking about where they'll actually live.

Should you keep the family home? Downsize? Rent for flexibility? Buy closer to family?

The housing decision isn't just about real estate—it's about cash flow, lifestyle, freedom, and what you want the next chapter to look like.

Worth thinking through before retirement arrives. Take a look at this infographic for a few key considerations. 🏠✨

raymondjames.com

05/26/2026

⏳ Time is your greatest asset — and it's working for you right now.

The earlier you start investing, the more your money grows through the power of compounding. Even small, consistent contributions today can make an enormous difference decades down the road.

Don't wait for the "perfect moment." The best time to start is now. 💛

Ready to talk about your timeline? We'd love to connect.

05/25/2026

Happy Memorial Day! Grateful for the men and women who served, sacrificed, and protected the freedoms we’re blessed to enjoy every day. 🇺🇸🌟🇺🇸

Our office will be closed in honor of the holiday. We will reopen Tuesday, May 26th.

05/10/2026

Happy Mother’s Day! The notes on the back of an envelope may have started with “take the chicken out” and somehow turned into life advice we still carry with us.

Enjoy your day, everyone! 🩵

And don’t forget to update your beneficiaries.

04/13/2026

Most executives spend decades building their company's future — and almost no time building their own.

I've seen it happen too often: brilliant leaders who optimized every quarter, every hire, every strategic move... but they never really planned for life after the title.

Here's what I think changes the game:

→ Maximize the basics — 401(k), IRA, HSA — before anything else. These exist for a reason.

→ About 10 years out, get honest about concentration risk. Your company's stock isn't a retirement plan. Methodically diversifying isn't a lack of confidence — it's discipline.

→ Deferred compensation is underutilized. For highly compensated executives, deferring salary or bonuses can be a powerful, tax-efficient strategy that most people overlook.

→ Have a real exit strategy, not a vague idea. Whether you're passing the business to family or targeting a specific buyer, the time to think about it is before the opportunity is upon you.

The same rigor you apply to succession planning, growth strategy, and capital allocation — it belongs in your personal retirement plan too.

Your future self deserves the same preparation you give your company.

How are you thinking about your own retirement runway?

raymondjames.com

04/09/2026

⚠️ Cyberattacks are the fastest-growing crime in America — and criminals are getting smarter every day.

Do you know the difference between phishing, vishing, and smishing? One wrong click is all it takes.

Read this important article and find out how cyber savvy you really are 👇

raymondjames.com

04/06/2026

Easter feels like a fresh start - longer days and new energy.

A quiet reminder that we get to begin again.

Wishing you a peaceful and happy Easter.

03/31/2026

Financial guidance with real care, real clarity, real support - that's Craig Capital Wealth Management.

03/25/2026

The market will rise and fall — that’s normal. What matters is building a strategy you can stick to during the tough seasons.