Beckett Financial Group

05/27/2026

This Friday is 529 Day! Get it? May 29th? 5-29? It’s a fun reminder to consider this education-focused investment tool and whether it might be helpful to you or your family.

Check out our breakdown of the 529’s advantages in this week’s blog!

May 29th is quickly approaching, so let’s celebrate 529 Day with a look at this unique financial tool and how it could help benefit you or your family. A 52 ...

05/21/2026

From oil embargoes to global pandemics, the S&P 500 has faced decades of uncertainty, and historically, come out stronger on the other side. But what does that mean for your portfolio right now? In today's video, JB with Beckett Financial Group and Erin Kennedy talk through:

• How markets have responded to major global events over time
• When it actually makes sense to adjust your investments... and when it doesn’t
• What changes (if any) pre-retirees and retirees should consider
• The real risk retirees face in a down market: sequence risk
• Strategies to help protect your income during volatility

The big takeaway: Your financial plan should be built around your life and your goals... not the latest headline. If recent market news has you feeling uneasy, please feel free to give JB a call at (803) 939-4848 or visit www.BeckettFinancialGroup.com to create a financial plan tailored to your goals and risk tolerance.

05/19/2026

Have you ever considered what would happen to your lifestyle or retirement goals if you suddenly lost your paycheck? Disability insurance is a way to help protect your plans against unexpected illness or injury.

Read more here:

Disability Insurance: Widening Your Family’s Safety Net In modern America, the “traditional” household has undergone a significant transformatio ...

05/14/2026

Friday, May 15th, is National Senior Fraud Awareness Day, and in honor of that, we’ve created a quick look at some of the more prevalent scams out there today, how to recognize them, and what to do if you think you’ve been targeted.

Check it out here:

This Friday, May 15th, is National Senior Fraud Awareness Day. This day is dedicated to shedding light on pervasive crimes that have cost older adults billi ...

05/08/2026

The Administration for Community Living (ACL) celebrates Older Americans Month each May, and for 2026, the theme is “Champion Your Health.” Check out our blog to learn some ways to incorporate healthcare planning into your overall retirement strategy and why it’s important!

Every May, the Administration for Community Living (ACL) celebrates Older Americans Month (OAM) to recognize older Americans’ contributions, examine a ...

05/07/2026

Most people planning for early retirement focus on investments…
But the real shock? Healthcare.

Starting in 2026, a little-known rule under the Affordable Care Act could create a massive financial trap: earn just one extra dollar, and your health insurance premiums could jump by tens of thousands.

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

• Why marketplace insurance is tied directly to your income—and how that catches retirees off guard
• What changes as enhanced ACA subsidies expire
• Who’s most at risk for major premium spikes
• Smart strategies to help avoid this hidden income trap
• Why income planning is now just as important for healthcare as it is for taxes

Bottom line:

Income in retirement isn’t just about what you keep after taxes anymore…
It can determine what you pay for healthcare, too.
If you’d like to retire before you're eligible for Medicare, start planning now. To create a holistic financial plan that incorporates income, taxes, health care, and your legacy, please call JB at (803) 939-4848 or visit www.BeckettFinancialGroup.com

04/28/2026

Check out the new Beckett Barn at the Greater Irmo Chamber of Commerce!

The Greater Irmo Chamber of Commerce held a ribbon-cutting ceremony on Tuesday, April 21, to celebrate the dedication of the Beckett Barn at its offices. The utility building was donated by Beckett…

04/27/2026

If you’re someone who loves history or is just interested in how your own story fits into the larger human narrative, researching your ancestry offers a meaningful way to connect with the generations that came before you and leave a legacy beyond finances for those coming after. Check out our blog for some ideas on how to get started.

Genealogy can be a truly fascinating hobby, and uncovering your family’s history can bring the past to life in a fresh and personal way. If you’re someone w ...

04/20/2026

In the world of finance, the difference between risk capacity and risk tolerance is summed up by what you can do versus what you want to do. Explore how these concepts complement each other and how you can use them to help guide how you manage financial risk in your life in this week’s blog.

Do you have a lead foot when you drive? Or are you a bit more cautious behind the wheel? Think of the sportiest cars you’ve seen on the road: The car is cap ...

04/13/2026

If you only think about taxes once a year, you may expose more of your hard-earned dollars to taxes than is necessary. Let’s take a look at how a true long-term tax strategy goes beyond the annual filing ritual and how the components of a comprehensive strategy fit together in this week’s blog:

Many people may view taxes as a seasonal hurdle or a frantic scramble every spring to satisfy the IRS. But if you only think about taxes once a year, you ma ...