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40 Years of
Commitment to
Serving Our Clients
Our Vision is to be Here for You and Your Family
Guiding newly independent women to financial success
After separation or death of a partner, many women find themselves unsure of their financial state. We work with them to help them understand their assets and create a plan to meet their goals.
"My mission is to use my insight and experience to help my clients uncover their life’s goals, and design a path to reach them, through our wealth management planning."
— Craig Beden, Founder
Small firm. Big hearts.
You can find financial planning firms anywhere. What sets Beden Wealth Management apart from the rest is the ability to offer an always-on team of advocates who will be with you through all of life’s ups and downs.
Meet Our Team
News & Research Articles
Tax Season Panic: How Off-Season Planning Can Bring Financial Confidence
March 8, 2024 – Maryann Keith, CFP®, CIMA®, CDFA®
It’s tax season and the April 15th deadline is quickly approaching. The thought of this leaves you feeling panicked. Will you owe a huge sum of money? How will you come up with cash to pay your taxes and contribute to your retirement plans that are supposed to help you pay less in taxes?
I’ll let you in on a secret – the best time to do tax planning isn’t during tax season. The off season is where the magic happens. In the days and weeks leading up to the tax filing deadline, I’ve observed that while accountants are doing their absolute best, they don’t always have the time to stop and plan for the bigger picture. Some of my favorite meetings of the year are those done in collaboration with my clients and their tax professionals in the summer or late fall when the tax professionals have room to breathe. Together, we look at the numbers and plan for the most tax efficient strategies for the current and upcoming years. It’s amazing what can be accomplished outside of the pressure cooker that is the April 15 deadline.
While right now might not be the best time to have a comprehensive tax planning meeting, your financial advisor can help you uncover easy to implement tax planning strategies to discuss with your accountant when filing. For example, if you started working for yourself last year, you might benefit from setting up a SEP IRA or other retirement plan. Did your kids work a part-time job? You could help them start a Roth IRA. After you’ve filed your taxes, don’t just walk away and forget about them. Mark your calendar for the summer and set a time to meet with your accountant and other financial professionals. Reach out to Beden Wealth Management because we’d be happy to tag along!
Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
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AWARDS & RECOGNITION
Forbes Best in State Wealth Advisors: 2024 Best in State Wealth Advisors ranking was issued by Forbes on 04/07/2024 for the period covering 04/07/2024 – 04/07/2025. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please visit www.forbes.com.