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.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
06/17/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

06/15/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

06/12/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
06/10/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Protect yourself from identity theft.
06/08/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
06/05/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
06/03/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

06/01/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
05/29/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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?

Address

3484 Stellhorn Road
Fort Wayne, IN
46815

Telephone

+12602465450

Website

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