Beckett Financial Group

10/15/2026

6 Things To Do if Retirement is 6 Years Away

Six years may sound like plenty of time, but the choices you make today can have a major impact on your retirement lifestyle tomorrow.

In this video, JB with Beckett Financial Group and Erin Kennedy cover 6 important steps to take before you retire, including:

- Test-drive your dream retirement destination before you commit.
- Complete home repairs and renovations while you're still earning.
- Start volunteering now to build purpose and community beyond your career.
- Prepare for rising healthcare costs—even with Medicare.
- Develop a smart Social Security claiming strategy to help maximize your lifetime benefits.
- Work with a financial advisor to create a personalized retirement income plan.

A little planning today can help you retire with greater confidence tomorrow.

If you'd like to start checking these important items off your retirement checklist, give JB a call at (803) 939-4848 or visit www.BeckettFinancialGroup.com

10/12/2026

It’s time for Medicare Open Enrollment! From October 15 through December 7, you can review, compare, and switch your coverage. Take a look at our checklist to help you evaluate your options for 2027:

Every autumn, the Medicare Open Enrollment Period opens, and millions of Medicare beneficiaries face the important task of evaluating their coverage. But do ...

10/08/2026

Can You Convert an Inherited an IRA to a Roth?

Inheriting a traditional IRA can feel like a financial windfall, but it can also come with complicated tax rules and important decisions.

Can you convert an inherited traditional IRA to a Roth IRA? The answer depends on your relationship to the original account owner, and making the wrong move could create an unexpected tax bill.

In this interview, JB with Beckett Financial Group and Erin Kennedy break down:

- What surviving spouses need to know about Roth conversions
- Why non-spouse beneficiaries face different rules
- How the SECURE Act’s 10-year rule impacts inherited IRAs
- Key tax considerations before taking withdrawals
- What beneficiaries should think about before making any changes

If you’ve inherited an IRA, or if you may inherit one in the future, JB can help you understand all your options. To learn what you need to know before making your next move, please call (803) 939-4848 or visit www.BeckettFinancialGroup.com

10/06/2026

Some of our favorite moments happen outside the office. Grateful for clients who feel like family — and go to pasta-making classes together! There's nothing quite like breaking bread (or rolling dough) with the people we get to work with every day.

10/05/2026

Happy Financial Planning Month! We get that it might not be the most exciting thing to celebrate, but a little planning can go a long way. Check out our blog for some quick tips to check up on your finances this month!

October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. And while we focus on this top ...

10/01/2026

Are Bonds Still the Best Way to Manage Risk?

For decades, bonds have been the go-to investment for managing risk. But is that still true in today's market?

With inflation remaining elevated and interest rates potentially moving higher, many investors are asking whether the traditional 60/40 portfolio is enough.

In this interview, JB with Beckett Financial Group and Erin Kennedy discuss:

- Why bonds may not provide the same stability they once did
- What 2022 taught investors about diversification
- How fixed indexed annuities, structured notes, and buffered ETFs may fit into a risk management strategy
- The questions to ask before making changes to your portfolio

Every investor's goals and risk tolerance are different, which is why it's important to understand all of your options before making investment decisions.

To learn more about how to balance growth, income, and protection in today's market, give JB a call at (803) 939-4848 or visit www.BeckettFinancialGroup.com

09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets d ...

09/28/2026

We are thrilled to share that Beckett Financial Group has been voted the #2 Wealth Management Firm in the state!

Thank you to everyone who supported us with your vote. We couldn't have done it without you!

If you’d like to see what sets our team apart, visit beckettfinancialgroup.com and schedule your complimentary review.

09/28/2026

With thousands of choices out there, finding the right team to guide your financial journey can feel overwhelming. We take pride in delivering the personalized, top-tier service our clients deserve.

If you or someone you know is looking for dedicated financial guidance, let’s talk. Head to beckettfinancialgroup.com to claim your free complimentary review.

09/24/2026

7 Retirement Myths… BUSTED!

When it comes to retirement planning, some of the biggest mistakes aren’t caused by market volatility... they’re caused by assumptions that sound true, but aren’t always. To make sure you're not surprised, JB with Beckett Financial Group and Erin Kennedy break down these myths:

- Will Social Security really disappear?
- Can you skip long-term care planning if you want to stay home?
- Will Medicaid or Medicare cover all your long-term care costs?
- Do investment returns stop mattering once you retire?
- Should you avoid spending your principal?
- Will your taxes automatically be lower in retirement?
- And do you really need to hit a magic number like $1 million before you can retire?

In this interview, we’re separating retirement fact from fiction and breaking down what these myths could mean for your financial plan. To create a retirement plan based on facts, not myths, please call JB at (803) 939-4848 or visit www.BeckettFinancialGroup.com