Beene Wealth Management Group

Beene Wealth Management Group Chana Beene, CLU is a Financial Consultant and Wealth Manager with over 30 years of experience. Past performance is not a guarantee of future results.

Chana and her team are here to help you and your family reach your financial goals. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member, FINRA/SIPC and Registered Investment Advisor. Insurance services offered through Beene Wealth Management Group, LLC, which is not affiliated with Woodbury Financial Services, Inc. https://www.joinwoodbury.com/disc

losures/socialmedia/

Investments in securities involve risk, including the potential loss of principal. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
06/02/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Use your car for business? Make sure you're on the same page as your insurance carrier.
05/28/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/26/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/21/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

There are many factors to consider before tapping retirement money to pay for college.
05/19/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

The financial risks to consider when evaluating self insurance?
05/14/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Do you know the risk factors that can lead to cognitive decline?
05/12/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/12/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

U.S. Service Members should consider taking advantage of programs that are available.
05/07/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
05/05/2026

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Address

400 Austin Avenue Suite 200
Waco, TX
76701

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12547556575

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