Beneficent Financial

11/13/2025

It's the end of the year and many of us are feeling the slow down. We think "I'll take care of the in January". However, waiting until January can lead to costly tax consequences, losing out on interest rate offers, or possibly forgetting what problem you were trying to solve. If you want to use this time to set yourself up for a great 2026 give us a call at 626-795-7210. We cannot wait to hear from you!

Call now to connect with business.

11/01/2022

By now many of us have heard of "No Shave November". Well we wanted to take a shot at making our own monthly challenge! We are calling it "More Save November". We know with the holidays saving can be a challenge but we want to encourage our friends and clients to try and put more into savings this month than they did last month! Even if you only put $10 more than last month, that can help kick off a savings trend that will have you putting more money away for a rainy day than ever! Let us know if you're going to join the challenge! We can't wait to hear your success stories!

03/17/2021

This just in! The IRS has extended the tax deadline! This is great news with all the governmental delays that have held up necessary paperwork and other obstacles the pandemic has presented!

When are 2020 taxes due? The IRS is extending the tax deadline by a month to May 17, the House Ways and Means Committee said Wednesday.

02/11/2021

Love is in the air! Thinking about your loved ones this Valentine's season? Were hosting Estate Planning Webinars next week to talk about important ways to keep your loved ones covered after you're gone! If you or someone you know is interested sign up on our webpage www.safemoneylady.com/events today!

12/17/2020

If you're looking for way to earn an income to avoid having to borrow money against your retirement, let's have a conversation about your options. We're here to help you reach your goals!

12/04/2020

Memory loss is a symptom of disease and other types of , along with a slow decline in memory, thinking and reasoning. Do you know the warning signs? Read the article below for more information. If you spot them, see your doctor right away!

https://tinyurl.com/10signsofAlz

09/04/2020

Market Watch update! There has been a change to the Dow 30's line up you might be interested in reading about!

Major changes are coming to the Dow Jones Industrial Average.

06/23/2020

Yahoo! Finance reports that 30-year mortgage rates moved below 3% for the first time. @

Find out what the experts are predicting about mortgage rates.

06/10/2020

National Bureau of Economic Research has determined that the U.S. economy is in recession. More from Yahoo! Finance @

The National Bureau of Economic Research said Monday that the COVID-19 crisis has officially launched the U.S. economy into a recession, thus ending the longest economic expansion on record.

06/05/2020

Yahoo! Finance examines what to do if you haven't received your stimulus payment. More @

The majority of stimulus checks have now been distributed with over 159 million Americans receiving their payments, according to the Treasury.

05/26/2020

CNBC looks at suggestions people 40 and older have for younger adults. Some good advice @

Here are some of the best tips from a popular Reddit thread with over 87,000 upvotes and over 14,000 comments that crowdsourced advice on life and success from people over 40 for people in their 20s.

05/20/2020

CNBC examines the impact filing for unemployment can have on your credit score. More @

There are a few ways that unemployment can indirectly impact your credit. CNBC Select asks a a debt-relief attorney how unemployment can affect your credit score.