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Slower Rate Cuts, The Market, and Your Finances Beckett Financial Group
Economy

Slower Rate Cuts, The Market, and Your Finances

Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move… and with it, your account values may as well. Recent market volatility, driven by the Federal Reserve’s announcement to slow rate cuts, has

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Covering New Tax Proposals From the "Project 2025" Agenda Beckett Financial Group
Taxes & Tax Planning

Covering New Tax Proposals From the “Project 2025” Agenda

Project 2025, a policy blueprint developed by the Heritage Foundation, has stirred significant attention due to its controversial tax proposals. This 900-page mandate from the conservative think tank outlines profound changes that could fundamentally alter the federal government, including the

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How Lower Interest Rates Could Impact Your Money Beckett Financial Group
Financial Planning

How Lower Interest Rates Could Impact Your Money

The Federal Reserve recently announced its expectation to lower interest rates in September, marking a significant shift in monetary policy. This change could have far-reaching implications—namely to your retirement finances if you rely on interest-earning accounts like money market accounts,

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Tax Strategies: How to Lower Your Tax Bill in Retirement Beckett Financial Group
Taxes & Tax Planning

Tax Strategies: How to Lower Your Tax Bill in Retirement

Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has become more critical than ever. One such strategy to complement this is tax planning. Effective tax planning before and during retirement can enhance the

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How to Turn Your Roth IRA into Regular Income Beckett Financial Group
Retirement Income

How to Turn Your Roth IRA into Regular Income

In retirement, prioritizing stability is crucial—not just the growth of your account value. While it’s tempting to focus on maximizing returns, the reality is that you need a reliable income stream to support your lifestyle and replace your paycheck. Relying

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10 Actions That Help You Pursue Financial Wellness Beckett Financial Group
Financial Planning

10 Actions That Help You Pursue Financial Wellness

Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, which often includes working toward financial goals by completing specific actions. Some actions

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4 Reasons Your Retirement Needs a Healthcare Strategy Beckett Financial Group
Healthcare & Medicare

4 Reasons Your Retirement Needs a Healthcare Strategy

As you approach retirement, it’s easy to focus on financial planning, travel dreams, and leisure activities. However, one critical aspect that often gets overlooked is healthcare. A well-thought-out healthcare strategy can help to ensure you thrive in your retirement years

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