Evan T. Beach, CFP®, AWMA®

Evan T. Beach, CFP®, AWMA®

Wealth Manager, Campbell Wealth Management

Evan Beach is a Wealth Manager with Campbell Wealth Management in Alexandria, Va.

Beach is known for his knowledge of the planning issues that arise in retirement, including Social Security. He has instructed classes throughout the Capital region on these topics. Much of his time is spent helping recent widows and widowers with financial planning issues.

Making further education a priority, at the age of 26, Beach earned his CERTIFIED FINANCIAL PLANNER™ certification becoming one of only 3.3% of CFP® practitioners in their 20s. He has an executive certificate in Financial Planning from Georgetown University and is an Accredited Wealth Management Advisor, an industry designation awarded to those with specific planning knowledge for high net worth individuals.

Phone: 703.535.5300
E-mail: Evan@campbellwealth.com
http://campbellwealth.com/

Find Out in 5 Minutes If You Have Enough to Retire
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retirement

Find Out in 5 Minutes If You Have Enough to Retire

It’s a common question these days: My portfolio is way down. Can I still afford to retire? To calculate a ballpark answer, here’s a quick and easy exe…
August 24, 2022
Four Options When – Not If – Your LTC Premiums Go Up
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long term care insurance

Four Options When – Not If – Your LTC Premiums Go Up

If you’re dreading getting a letter in the mail about your long-term care insurance premiums rising, you’re in good company. And you have some decisio…
August 4, 2022
I’m Retired. Should I Pay Off My Mortgage?
An older man stands in front of his home and looks off into the distance.
retirement

I’m Retired. Should I Pay Off My Mortgage?

It’s a simple question. The right answer for you could depend on this: Where would you pull the money from to do it?
June 20, 2022
How the Latest Biden/House Tax Proposal Affects Millionaire Retirees
A couple of well-off retirees roll suitcases out of a Southwestern home for a trip.
tax planning

How the Latest Biden/House Tax Proposal Affects Millionaire Retirees

The current version of the Build Back Better plan shouldn’t be that scary for retirees with a net worth of $1 million to $5 million. In fact, there co…
January 4, 2022
4 Reasons Retirees Should Care About the New Coronavirus Stimulus Package
Older man on a bike in the woods.
Coronavirus and Your Money

4 Reasons Retirees Should Care About the New Coronavirus Stimulus Package

Yes, the possibility that you’ll get a stimulus check is definitely something to care about, but there are other aspects of this act involving taxes a…
January 21, 2021
Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them
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Roth IRAs

Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them

Have you been tempted to join the wave of folks jumping on the Roth IRA conversion bandwagon? First, check out the pros and cons to see if it makes se…
October 23, 2020
Considering Early Retirement? 5 Things to Know
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Making Your Money Last

Considering Early Retirement? 5 Things to Know

Before you accept a buyout, do the math to see if you really can afford to retire. (We'll show you how.) Then follow up with these tried-and-true stra…
October 15, 2020
5 Financial Boxes You Should Check Before COVID-19 Strikes
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retirement

5 Financial Boxes You Should Check Before COVID-19 Strikes

You're doing everything you can to stay healthy for your family. Now go the extra step and take care of all the loose ends left hanging from your esta…
April 23, 2020
Why Retirees Should Care about the CARES Act: How to Maximize Coronavirus Stimulus Package
Making Your Money Last

Why Retirees Should Care about the CARES Act: How to Maximize Coronavirus Stimulus Package

The government's $2 trillion stimulus bill has something for pretty much everyone. Here's how retirees are affected and some steps to consider to make…
April 8, 2020
5 Strategies for Retirement Immunity Despite Coronavirus Crisis
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retirement

5 Strategies for Retirement Immunity Despite Coronavirus Crisis

Whether you're worried your job may be on the chopping block or you’ve seen your retirement investments take a big hit, there are ways to help protect…
March 30, 2020
4 Ways Women Can Win with the SECURE Act
retirement

4 Ways Women Can Win with the SECURE Act

The legislation wasn’t designed only for women, but there are four distinct ways they can take advantage with these retirement planning opportunities.
January 28, 2020
4 Estate Strategies for Affluent Retirees Under the SECURE Act
IRAs

4 Estate Strategies for Affluent Retirees Under the SECURE Act

Successful estate planning takes taxes into consideration, and some significant retirement legislation that just became law changes the equation on th…
December 30, 2019
5 Things Affluent Retirees Should Do Now that the SECURE Act Has Passed
IRAs

5 Things Affluent Retirees Should Do Now that the SECURE Act Has Passed

Here are some ways to take advantage of provisions that are beneficial, and mitigate those that aren't.
December 23, 2019
What Happens to You When Your Financial Adviser Retires?
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Financial Planning

What Happens to You When Your Financial Adviser Retires?

Unless you’re working with someone at least 20 years younger than yourself, chances are you will need to find new help sometime during your retirement…
August 7, 2018
Giving to Charity: Strategies to Ensure a Tax and Human Benefit Under New Tax Law
tax law

Giving to Charity: Strategies to Ensure a Tax and Human Benefit Under New Tax Law

Changes to the tax law in 2018 have taken away most people's ability to deduct charitable contributions. But there are still a few options to consider…
January 31, 2018
The Impossible Reality of Long-Term Care Planning
long term care

The Impossible Reality of Long-Term Care Planning

Unless you're very rich or very poor, you should be looking into all of the long-term care possibilities out there. Because of the costs and complexit…
January 2, 2018
Winners and Losers in the New Tax Law (Including #MeToo)
tax law

Winners and Losers in the New Tax Law (Including #MeToo)

When dissecting who will benefit and who will pay more under the new tax law, it's enlightening to look beyond the obvious.
December 27, 2017
Retirement Income Strategies for the 1%
Making Your Money Last

Retirement Income Strategies for the 1%

It's a good problem to have, but the nation's wealthiest folks have a few extra challenges to address when making decisions about their withdrawal pla…
October 18, 2017
4 Must-Dos Before Retirement
Financial Planning

4 Must-Dos Before Retirement

I've seen too many people get too late a start on these four essential retirement checklist items.
September 7, 2017
Retirement Income Strategies for our Next Bear Market
Markets

Retirement Income Strategies for our Next Bear Market

The good times have been rolling on Wall Street, but will you be ready when things change?
July 27, 2017
Why Couples Must Plan for Social Security as a Couple
social security

Why Couples Must Plan for Social Security as a Couple

There are 576 ways to collect Social Security. The option you pick will have a direct impact on your spouse.
July 3, 2017
Women Will Have a Different Retirement: Plan Accordingly
retirement

Women Will Have a Different Retirement: Plan Accordingly

From Social Security benefits to budgeting for health care, strategies that help ensure a secure retirement for men may not work for most women. Here’…
May 4, 2017