Trish Beine's Office - ClearStep Financial

11/02/2026

November is Long-Term Care Awareness Month.

When we think about planning for the future, we often focus on retirement savings, investments, and leaving a legacy, and have you considered how a need for long-term care could impact those plans?

Whether it's a parent who may need additional support, a loved one facing unexpected health changes, or simply preparing for your own future, understanding your options ahead of time can make a meaningful difference.

Long-term care planning isn't just about preparing for the unexpected. It's about preserving choices, continuing financial independence, and helping ensure that the people and things that matter most are cared for.

A little information today can make a big difference tomorrow.

It's never too early to start the conversation.

10/12/2026

We are excited to invite to our final annual webinar of 2026! Women & Wealth is designed to empower women with financial knowledge and confidence to make informed decisions about shaping the future.

Event Details
📅 Date: Wednesday, October 14th
⏰ Time: 12:00-1:00PM CST
🎙️ Topic: Women & Wealth

This webinar is designed with women in mind. Roberta Eckert and Terri Sabby of Nationwide Annuities will lead an open and engaging conversation around the unique financial challenges and opportunities women face, from investing fundamentals to long-term planning. Whether you are just getting started or looking to take a more active role in your financial future, this is a welcoming space to ask questions and learn.

👉 Register: https://www.clearstepfinancial.com/events

As a note, a recording will be available for replays within 5-7 business days after the original presentation airing.

This link will take you to a page that’s not on LinkedIn

10/07/2026

As October is National Cybersecurity Awareness Month, here is your quick reminder to stay vigilant and protect your personal and financial information. Use strong, unique passwords, enable two-factor authentication when available, and be cautious of unexpected emails, texts, or requests for sensitive information.

Information from the Greenfield Police Department can be found recorded in our educational webinars
👉 https://www.clearstepfinancial.com/webinars

A few extra seconds of caution can go a long way toward keeping you and your finances safe.

Stay safe online!

Recorded Webinars Did you miss a webinar you wanted to attend? We know life is busy, so our webinars are recorded so you can watch them at a time that is convenient for you. YAY!  More Coming Soon! Do you have a question or a topic you'd like covered? Tell us how we can help Name Email Address Phon...

09/29/2026

If money feels stressful, it’s rarely because you’re simply “bad with money.”

Most people are operating without a system:
• savings that only happen if something’s left
• bills hitting at random times
• spending without clear categories or purpose

That creates stress—even for disciplined, high-income households.

Calm may come from clarity and structure, not always more willpower.

Personalized money systems > perfection.

09/16/2026

As we roll into fall seminars, we want to thank everyone who joined us thus far — both virtually and in person! Your participation makes these events valuable and engaging.

Our next educational event will be in October, on Wednesday the 14th, covering Women & Investing.

Until then, we wish you and safe September full of apple picking, football games, and falling leaves. 🍂🏈🍎

📅Stay tuned and visit ClearStepFinancial.com for updates, replays, and to RSVP

09/10/2026

🏈 Football season is officially back! 🏈

The return of football means crisp fall weekends, game-day traditions, and plenty of reasons to gather with family and friends.

As we cheer on our favorite teams this season, it’s also a great reminder that a little preparation can make a big difference — both on the field and in our lives.

Here’s to a season full of big plays, good company, and maybe a few surprises along the way! 🏆

Who are you cheering for this season? 💚💛
Are you watching NCAA or NFL?

08/25/2026

🎒📚 Back to School! 🍎✏️

As the summer sun begins to set, it's time to trade in those flip-flops for some fresh kicks and head back to school. Whether you're starting a new grade, meeting new teachers, or reuniting with friends, this school year is your blank canvas.
Let's fill it with laughter, learning, and unforgettable memories. Remember, every day is a new adventure waiting to unfold. Wishing you all a fantastic and successful school year ahead! 🌟

08/05/2026

Healthcare costs are a continuous conversation to and through retirement years.
Let's look further into a few reasons why 👉

An article on three healthcare costs that often catch retirees off guard.

08/03/2026

BIKEMS 2026 is in the books! Our small but mighty team biked 1,000+ miles this weekend and raised over $27,000 "for the cure!"
WHY? "So my boys have more options & better lives if they're diagnosed" says Shelley.
& so the 8 million people with MS now [population of NY City!] have better & better lives today!

THANK YOU for your support ~ we're stronger together ❤️

07/27/2026

As your income grows, so, too, can expenses. But what is the opportunity cost of all that spending?

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?