
Welcome to James Beck Wealth Management, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, insurance and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.
I am here to help educate you about basic and complex concepts of financial management; to help you learn more about the firm; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance.
Sincerely yours,
James E. Beck
President
James Beck Wealth Management
Newsletters
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
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HOT TOPIC: Upside Down: What Does the Yield Curve Suggest About Growth?
An inverted yield curve can be an economic indicator along with other factors that contribute to an uncertain outlook for future growth.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.