Joni Beachly, Financial Advisor

07/01/2026

#1 probably isn't a surprise! Thoughts on the rest??

mensjournal.com

05/01/2026

The start of a new year often brings big goals- and a lot of financial questions around them. Clarity comes from understanding where you are, where you want to go, and having a plan that connects the two. This year, replace uncertainty with direction.

02/01/2026

New Year. Fresh Perspective. Financial clarity isn't about restriction- it's about confidence. As we step into the new year, this is the perfect time to simplify your finances, align your money with what matters most, and move forward with intention. Think clarity instead of complexity.

30/12/2025

Grateful for another year of trust and partnership. Wishing you and your family warmth, joy, and financial confidence in the New Year.

29/12/2025

For all of our Atlanta area people or those visiting looking for some ideas on what to do.....

explore.com

21/12/2025

The longest night is behind us- brighter days (and smarter financial decisions) are ahead. It's an ideal moment to revisit your financial goals, adjust your plan, and set the stage for a strong year ahead. Let's welcome the new season with clarity and confidence.

19/12/2025

As year-end approaches, charitable giving can be both meaningful and tax-smart. A few options to consider before December 31:

• Cash donations
• Donating appreciated stocks or investments
• Donor-advised funds
• Qualified Charitable Distributions (for those 73+)
• Charitable Trusts

The right approach depends on your goals. If giving is part of your year-end plan, now's a great time to review your options.

17/12/2025

Did you know? Investing in financial education and retirement planning in the workplace can create a 💫virtuous cycle💫

1️⃣Employees tend to make more informed decisions about debt, savings, and retirement.
2️⃣This can lead to improved financial health and reduced financial stress.
3️⃣Less stressed employees can be more productive and engaged at work.

Explore the impacts of financial inclusion at https://www.principal.com/financial-inclusion?utm_medium=socialselling&utm_source=socialchannel&utm_term=livesocial

15/12/2025

December reminder! If you're 73 or older, your Required Minimum Distribution (RMD) deadline is December 31. Missing it can result in a significant IRS penalty- so now is the time to double check your accounts.

11/12/2025

Do you have the right diversification for your situation?

planadviser.com