Empowering Individuals. Embracing Confidence in Retirement
in the media







Beckett financial group
featured in the media
We are a regular contributor to many media publications. Check back soon for an updated list of articles we have been featured in.
Most recent articleS

Buying an Annuity? Avoid These Three Classic Mistakes
Kiplinger Personal Finance
Annuities can be a sensible option for retirement, offering steady income in your later years. But these common traps can damage your investment.

Is It Time to Exchange Your Annuity?
TheStreet Retirement Daily
Swapping your current annuity for a new one could boost your retirement income and potentially lower fees.

2025 Financial Resolutions: Build Savings and Tackle Debt
The Lake Murray News
As we head into 2025, many Americans are prioritizing financial stability by focusing on two key goals: building emergency savings and reducing debt.
Article Archives

Three mistakes annuity owners should avoid
Insurance News Net Magazine
Annuities are becoming one of the most common financial products used when planning for retirement. Buyer demand, fueled by higher interest rates, market volatility from the COVID-19 pandemic and subsequent inflation have all contributed to recent record-breaking sales.

Strategies to Optimize Your Social Security Benefits
Kiplinger Personal Finance
To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working.

Is Your Money 'Lazy'? Here’s How to Put It to Work
Kiplinger Personal Finance
A fat savings account may feel good, but letting your money just sit there could cost you more than you realize.

Health Care Costs in Retirement: Budgeting for a Healthy Future
Kiplinger Personal Finance
Many factors affect your health care costs as you age, including where you live, your Medicare selections and whether you have long-term care insurance.

The Three Basic Components of a Good Estate Plan
Kiplinger Personal Finance
Getting your estate in order so everyone knows what you want when the time comes can save your loved ones confusion and stress.

Should Retirees Continue to Invest? Yes, and Here’s How
Kiplinger Personal Finance
You might have switched to the spending phase of your retirement plan, but that doesn’t mean you shouldn’t invest any longer, or plan for market volatility.

Over 50% of Americans would take a 20% pay cut for 'work-life balance. But can they retire?
USA Today

Falling Behind on Retirement Savings? 4 Steps to Get Back on Track in 2024.
MarketWatch

An Emergency Fund Is the Top Savings Goal for Many: 11 Steps to Fund It Quickly
GoBankingRates.com

9 Reasons Retirees Carry Debt
US News
From credit card debt to medical bills, understand the factors that cause some older Americans to struggle financially.

Is Inflation a Big Retirement Worry? How to Protect Savings
Kiplinger
Concerns about how inflation eats into your resources or limits your ability to save sufficiently for retirement are real, but...

Poll Shows Small Business Shift to Credit Unions
credit union times
Boston company finds businesses that shifted deposits after the March bank failures favored credit unions.

Expenses beyond tuition add up. How college students should budget to stretch their money.
US News
You’ve finally found enough money to pay your college tuition, but what about everyday living expenses?

High-income retirement savers may have to pay tax now on catch-up contributions. Eventually.
US News
Pay taxes now or later is often a consideration when people decide how to save for retirement, but Congress decided the only option for some...

Social Security COLA 2024: What to Do With the Extra Money
us news
Look at your finances to determine how you'll use the boost in benefits.

Also published on MSN
Go To Article On MSN.com

What To Do When Your Pension Is Going Away
Forbes
Anyone could face issues with their retirement in the economic environment today. If you are one of the few who still has a pension at your workplace, you should consider yourself fortunate.
It’s Your Money, Your Future, Your Move
see what else WE HAVE TO OFFER