Beachy Wealth Management LLC

Beachy Wealth Management LLC Our page is intended to communicate with the public about very important topics and issues facing each and every one of us.

As a Certified Financial Planner™, I am able to serve all of my clients financial needs.

If you thought that payouts from life insurance are tax-free in all cases, think again.
09/02/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

M0 is the total of all physical currency worldwide. What’s it look like?
08/31/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Lifestyle inflation can be the enemy of wealth building.
08/28/2026

Lifestyle inflation can be the enemy of wealth building.

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

Ever wonder about those free credit scores you get once a year?
08/26/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains ...
08/24/2026

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

College, kids and costs.
08/21/2026

College, kids and costs.

A few strategies that may help you prepare for the cost of higher education.

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected jo...
08/19/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
08/17/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
08/14/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
08/12/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Address

3484 Stellhorn Road
Fort Wayne, IN
46815

Telephone

+12602465450

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