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Financial Health for the New Year

Craig Capital Wealth Management offers education and advice for financial needs throughout life.

Beth Beebe began working part-time with her father, David Craig, in the financial services industry in 2006 while completing her Masters in Education at Xavier University. Following 10 years of teaching in a local public school, her father offered her the opportunity to partner with him at Craig Capital Wealth Management as a Financial Advisor. 

The decision to move her passion for teaching from the classroom to finance wasn't difficult to make. “I still feel like I am teaching,  just different content, to a different clientele,” Beth explains. 

Her love of teaching and her interest in helping others makes her a great client resource. “We see our clients through different phases of life and with each phase, there is a different need,” Beth tells us. “I enjoy working with clients to figure out how to address those needs.”

1. What do you think sets Craig Capital apart from other wealth management resources?

We focus on education, planning and portfolio management – not sales. We want our clients to understand what is happening in the financial world, and how we adjust to meet their needs in that world. While it's important to stay invested, it's not always ideal to “stay the course” – sometimes events dictate a change! 

 2. What are some of the benefits of receiving professional financial advice? 

We are backed by Raymond James, who manages 1.09 trillion dollars in assets and provides a team of professionals who work diligently to offer our clients the best advice for their needs. There is more to financial advice than buying stocks or mutual funds. We share a client-first mentality. 

3. When are the essential times for people to seek out professional financial advice? 

There are moments in clients’ lives that we call "pain points." These are major life changes like divorce, receiving an inheritance, getting close to retirement and career changes, to name a few.

Craig Capital Wealth Management 

8485 S Mason, Montgomery Rd Ste 1, Mason

513.234.0700 |  Craig-Capital.com

**See ad/disclosure on page XX.

 Financial Success Tips for Young Investors

1. Communicate and Save 

Take a financial inventory: talk to your family about finances, give when you can and work with an advisor if you're overwhelmed!

2. Financial Decisions For This Time of Year 

Focus on: gifting (tax advantages), budgeting and investing.

3. Set Yourself Up for Success in the New Year

Assess investments: Utilize employer match on your 401(k). If you have an HSA, check your investment options. Open a ROTH IRA and max it out while you have disposable income now, for tax-free income later.

4. Seek Advice

Your wealth plays a role in many facets of your life–from your job to your home to when you retire. With so much at play, you deserve to know each element of your financial life is supporting your goals.  

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