Kyle Beckhusen- Mariner Wealth Advisors

01/02/2023

Excited to add another location to serve our current and future clients!

We’d like to extend a warm welcome and sincere congratulations to the newest addition to the Grand Pine Commons family of businesses, Wright Associates Investment Advisers!

Beginning in January, you can visit Wright Associates Investment Advisers at 892 Mercer Rd Suite 1, Beaver Falls for all your financial planning needs!

For information on leasing opportunities for your business, call 724-680-0321 or visit grandpinecommons.com

11/01/2022

Honored to serve our current and future clients!

The Top 100 Magazine profile for Kyle Beckhusen, CFP®, CLU®, Senior Financial Adviser — Kathleen S. Wright Associates.

10/12/2022

https://kswrightassociates.com/5-factors-that-affect-how-long-your-retirement-funds-will-last/

The top concerns of retirees and pre-retirees may vary from person to person, but almost all worry about running out of money. Here are our insights to help educate and give peace of mind.

Worried about your retirement funds not lasting as long as you do? Learn how to tackle the top 5 factors that affect your wealth’s longevity during retirement.

06/30/2022

Volatility is opportunity, just spelled differently. Here's what we are doing today to improve plans for our clients for the long-term:

1. Averaging into the drawdown with new cash
2. Rebalancing portfolios to sell high and buy low
3. Reviewing Roth Conversion plans
4. Tax loss harvesting to eliminate mutual fund tax drag
5. Ensuring there is enough cash for withdrawal needs over the next 12-18 months

Check out our recent post below!

When it comes to your retirement plan, staying invested matters through market ups and downs. Read more on how to develop a bad market action plan.

06/09/2022

With inflation splattered all over every headline, there has been renewed talk of Series I Savings Bonds, I-Bonds for short. For the period May - October, I-Bonds are paying annualized interest rate of 9.62%. Of course there is more to it than that. Read our latest in the comment below to see if I-Bonds deserve a spot in your portfolio.

05/04/2022

Hopefully your tax returns are done by now. If so, now is the perfect time to consider investment and tax plans for 2022. Do it while it’s fresh. Here are a few creative tax planning strategies for 2022 to consider.

The 2022 tax season is in the books. Now it’s time to review those 2021 tax returns and consider investment and tax plans for 2022.

04/12/2022

Which is better, $5 Million today, or a penny that doubles every day for a month?

We are dealing with the confluence of huge debts and zero or near –zero interest rates that led to a massive printing of money that now has

03/23/2022

Do you need to worry about social security running out? When should you claim your benefit? Here are my thoughts:

Your social security benefit will be calculated using the average of the top 35 years of your earnings history.

03/01/2022

What to do during periods of market turmoil? Check out our latest thoughts.

This is not a post about what comes next for the market, but rather about wise planning moves to take during sustained periods of market

02/17/2022

Had the opportunity to talk with Niki Campbell, owner of The Flourish Group, last week about SMART goals, financial wellness and tax tips. Click below if interested.

Flourishing Financially: Using SMART Goals to Achieve Your Financial Wellness Objectives. Resolutions are great, but to get lasting results