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Saving for College 101

Here's a crash course on saving for college.

 

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How the SECURE Act 2.0 Changed RMDs

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Contact

Office: (949) 822-8902

mike@beachwealthmanagement.com
 

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Mike McCullough is a Registered Representative offering securities and advisory services through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. Beach Wealth Management and United Planners Financial Services are not affiliated.

This information is intended for use only by residents of CA, NV. Securities-related services may not be provided to individuals residing in any state not listed above. Insurance-related services may not be provided to individuals residing in any states other than CA, NV.

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Contact

Beach Wealth Management

Office: (949) 822-8902

3020 Old Ranch Pkwy.

Suite 300

Seal Beach, CA 90740

Series 6, 7, 63, 65

mike@beachwealthmanagement.com

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