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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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lease Payment
How much would your monthly lease payment be?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.