Beachy Wealth Management LLC

Beachy Wealth Management LLC Our page is intended to communicate with the public about very important topics and issues facing each and every one of us.

As a Certified Financial Planner™, I am able to serve all of my clients financial needs.

Have a kid heading off to college? Here are a few tips.
10/09/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
10/07/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Do you know how long it may take for your investments to double in value?
10/02/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

How much is enough for your emergency fund?
09/30/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
09/28/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
09/25/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
09/23/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

Your credit score may impact what you pay for auto and home insurance.
09/21/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
09/18/2026

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
09/16/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

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3484 Stellhorn Road
Fort Wayne, IN
46815

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