Award-winning financial planner launches new book; Shares Wealth Creation Secrets for Lifestyle and Legacy Preservation
NORMAL, sick., January 17, 2022 /PRNewswire/ — Krista McBeath, founder and CEO of McBeath Financial Group, Landmark Wealth Management, Inc., announces the publication of her book, The Generational Wealth System: A Holistic Approach to Preserving Your Wealth and Legacy. The official release date is January 18, 2022.
In this book, McBeath shares his vision of how holistic financial planning is the key to preserving wealth, lifestyle and ultimately transferring wealth to family members so they are supported for years to come. to come. “I believe the traditional approach to retirement planning is too often short-sighted — and it can cost too many families the greatest opportunity for generational wealth creation in our lifetimes,” she says. “Fortunately, this book allows me to broaden my message to reach others who could benefit from my insights, and I hope it helps readers navigate their way to multigenerational wealth.”
The generational wealth system addresses questions about several key financial issues that affect the lives of many families, including:
- Hidden Risks to Retirement Security
- Health Care Costs, Inflation and Market Fluctuations
- Security of surviving spouse
- Wealth transfer strategies and estate planning
- Advanced tax strategies to protect wealth
McBeath points out that this subject is not reserved for extremely wealthy families, however. “It’s for anyone who cares about the well-being of their spouse, their children, and future generations,” she says. “And that’s for those who want to have a plan in place for a time when they may not be around to care for their families.”
On Krista McBeath
Krista is an experienced investment advisor, licensed financial consultant, licensed insurance advisor, trustee and tax advisor specializing in financial planning, investments and insurance. While regularly winning top awards for excellence in her industry, she is very proud to have been voted Best Financial Planner by the community she serves for the past five consecutive years.
THE SOURCE Krista McBeath