Distinctive Wealth Strategies

Distinctive Wealth Strategies Regina Beatty, CFP, Private Wealth Strategist, helping business owners and high net worth families.

Regina Beatty, CFP, Private Wealth Strategist who provides Business Succession/Exit Planning, Estate Planning, Retirement Guidance and Wealth Management to successful business owners and high net worth families. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
09/02/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

What’s the difference between a General Obligation bond and a Revenue bond?
08/31/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

08/28/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

08/26/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/24/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
08/21/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/19/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Thinking about a prepaid debit card? Consider the pros and cons.
08/17/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Do you know the difference between a global mutual fund and an international mutual fund?
08/14/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

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