Ask Beau

What’s On Your Year End Planning Checklist?

YEAR END RETIREMENT CHECKLIST, RETIREMENT PLANNING, RETIREMENT ACCOUNTS

Updated I just retired and my neighbor was telling me that her financial advisor always meets with her before the end of the year to go through her year end planning checklist. She said that missing something could end up costing you a lot of money. What’s on this checklist and what should I be…

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Gift Giving On A Tight Budget

I feel like a scrooge for asking this, but I don’t know who else to turn to. I want to be the cool Aunt and give generously to my nieces and nephews, but I’m trying to pay off my student loans, support my two kids, save for retirement and start a college fund. Our family…

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Ask Beau | 4 Tips To Get Paper Clutter Organized

What should I keep and what should I throw away? I’ve got the spring cleaning bug and recently came across boxes and files of old financial statements. My husband is self-employed and has boxes of receipts, all filed and organized by year, but many of them are fading now so you can’t even read the…

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Beau Henderson is a licensed life insurance professional in GA, SC, TX, CA, IL, KY, OH, MI, PA, MD, and NY.

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