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What to Do with Your Inheritance Beckett Financial Group
Estate Planning

What to Do with Your Inheritance

As Thanksgiving approaches, many of us take this time to reflect on what we’re thankful for. Gratitude for family and good health are usually on the list, but some of us may have the added blessing of an inheritance from

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When Should I Plan for Long‑Term Care? Beckett Financial Group
Financial Planning

When Should I Plan for Long‑Term Care?

Though no one likes to think about it, as we age, we may not always be able to handle things on our own. When daily activities become too difficult, long-term care helps provide the assistance we may need with tasks

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How Do I Know If I Need an Estate Plan? Beckett Financial Group
Estate Planning

How Do I Know If I Need an Estate Plan?

If you’ve ever thought that estate planning is only for the ultra-rich or that you can wait until later in life, you’re not alone. But estate planning is important to consider at any age and is a fundamental part of

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How Can I Recession-Proof My Retirement? Beckett Financial Group
Economy

How Can I Recession-Proof My Retirement?

When people think about retirement, they often imagine years of relaxation and freedom. But for many retirees and pre-retirees, that vision comes with an underlying concern: what happens if the market takes a downturn? Recessions are an unavoidable part of

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Will My Income Keep Pace with Inflation? Beckett Financial Group
Economy

Will My Income Keep Pace with Inflation?

Retirement is supposed to be the time when you finally get to enjoy the fruits of your hard work. But one of the most common concerns retirees share is whether their income will be enough—not just today, but 10, 15,

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What Is a Required Minimum Distribution (RMD)? Beckett Financial Group
Retirement Income

What Is a Required Minimum Distribution (RMD)?

If you’ve spent decades building up your retirement savings in tax-deferred accounts, you may have heard the term Required Minimum Distribution (RMD). But what exactly does it mean for you, and why is it so important to plan for it?

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