Welcome to James Beck Wealth Management!
James E. Beck has over 30 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 26 years to his wife Cecilia. They have four children, Victoria, Alexandra, Cristina and Carlos. Victoria and Medardo have one son, Mateo, and another one on the way! James enjoys spending time with the family and his grandson!
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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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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HOT TOPIC: Supply-Chain Chaos: Holiday Edition
Explore current economic conditions and retail trends, including sharply higher prices and the potential for sporadic product delays and shortages.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?