Welcome to James Beck Wealth Management!
James E. Beck has over 33 years' of experience in the financial services industry and enjoys helping individuals and families plan for all their financial needs.
James has been married for over 27 years to his wife Cecilia. They have four children, Victoria, Alexandra, Cristina and Carlos. Victoria and Medardo have two sons, Mateo and Nicholas. James enjoys spending time with the family and his grandsons!
I hope you take advantage of all the resources on my website. I frequently update the information, so please feel free to add me to your list of "favorites" in your internet browser and visit often.
May God bless you and your family today and every day!
James E. Beck
President
James Beck Wealth Management
Newsletters
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.