News and updates from John Halterman

Do the C.R.E.F.I.
Calculation Now

   
  
Hope you and your family are still doing well and staying healthy.

We are praying for you, your family, and your friends, so please feel free to let us know if there are any specifics that we can pray for.

COVID19 continues to create unprecedented disruption in our lives. Believe it or not, there are silver linings coming out of this. Times of crisis cause us to weigh out life's most important "assets." It provides us an opportunity to access what is most important and allows us to think with greater certainty and clarity. 

It's easy to think about your wealth through only a financial lens (which we are taking care of for you), but a sk yourself this question:

"How many things in your life are more valuable than your money?"

To comprehend your true total value, outside of financial wealth, try this exercise: 

Take out a piece of paper and create a C.R.E.F.I. Wealth Balance Sheet:



C ore Wealth
Relationship Wealth
Experiential Wealth
Financial Wealth
Impact Wealth




Core Wealth
  • Your Enduring Beliefs
  • Your Core Values
Relationship Wealth
  • God
  • Family, Friends, Mentors, Colleagues, Clients 
Experiential Wealth
  • Your Shared Life Experiences
  • Life Lessons and Wisdom 
Financial Wealth
  • Income
  • Assets
Impact Wealth
  • Causes You Have Helped
  • People You Have Touched

True wealth is never measured by money alone.

The sum of all these things combined is your REAL net worth; your REAL wealth.  When you put life into perspective this way, we are all much richer than we thought. 
 
By the way, YOU show up on my wealth statement!  I am very grateful for the relationship we share.  Thanks for trusting us to play a part in your future.

We hope you have a great weekend.


Sincerely, your friend and advisor,

A Little Humor to Break Up the Monotony 

'Back To School' April Fools Day Prank

'Back To School' April Fools Day Prank

 
We specialize in working with a select group of Entrepreneurs, Professional Practitioners, and Individuals in the Retirement Red Zone.

We developed and refined a consistent process that helps our clients in four primary ways:
  • Maintain a Successful and Sustainable Lifestyle in Retirement 
  • Tax Mitigation Planning
  • Family Protection against Unplanned Catastrophic Losses
  • Transfer Family Wealth and Legacy in the Most Efficient and Tax Advantageous Manner
Request a listening session today if  you would like help in accomplishing these things.

 
In Case You Missed It

We've been sending out quite a few communications lately to keep you informed and at ease during this unprecedented time. In case you've missed any of our communications, here are some other helpful links:

4/3/20: How the Coronavirus Paid Leave Rules Apply to You 

4/2/20: 3 CARES Act Actions for Small Businesses

4/1/20: 4 Significant Ways the CARES Act Can Provide Financial Relief

3/30/20: Top 8 Changes to the SECURE Act You Need to Know

3/28/20: Managing Anxiety Through Charitable Giving:

3/25/20: Checking In and Helpful Resource Links:


3/23/20: 90 Day Tax Deadline Delay:

3/20/20: Coronavirus and the State of the Markets: 


Beacon Wealth Management
607 East Pike Street,  Clarksburg, WV 26301
304.626.3900

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member  FINRA / SIPC . Advisory services offered through Cambridge Investment Research, Inc., a Registered Investment Advisor. Beacon Wealth operates independent of Cambridge.
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