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.

The average retirement lasts for 18 years. Are you prepared to fill that many days?
05/27/2026

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The average retirement lasts for 18 years. What will you do with your days?

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
05/25/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/22/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

How many credit cards do you have?
05/20/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/18/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

Find out whether you are insurable before implementing a strategy using life insurance.
05/15/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
05/13/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Does your business have a retirement strategy that fits your short, long-term needs?
05/11/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

For a small business, the loss of a key person could cause financial hardship.
05/08/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

It’s possible to avoid these classic retirement traps, with a little preparation.
05/06/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
05/04/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Address

3484 Stellhorn Road
Fort Wayne, IN
46815

Telephone

+12602465450

Website

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