by Travis Beeson | Feb 17, 2026 | Budgeting, SAP, Travis Beeson
One of the Best Lessons I’ve Taught My Boys If you know me, you know I have a few hobbies. Working out, tennis, and golf tend to fill whatever free time I can find. Between those interests and a full-time job, life can feel pretty full. And of course, the most...
by Travis Beeson | Jan 9, 2026 | SAP, Travis Beeson
Trump Accounts: A Smart Head Start for Your Child’s Financial Future If you’ve welcomed a new baby recently or are planning to in the next few years, there’s a new opportunity worth understanding. It’s called a Trump Account, and while it may not get as much attention...
by Travis Beeson | Dec 17, 2025 | SAP, Travis Beeson
Downstream Decisions: Why RMDs Matter Long Before They Start Most people think about Required Minimum Distributions (RMDs) right around the time they are forced to take one. Until then, RMDs feel like a future technicality. In reality, the most important RMD decisions...
by Travis Beeson | Nov 23, 2025 | SAP, Travis Beeson
3 Questions Every Family Should Be Asking About Their Financial Plan Most people measure the success of their financial plan with a single question: “How are my investments performing?” While performance is important, it is the result of a plan, not the...
by Travis Beeson | Jul 25, 2025 | SAP, Travis Beeson
Route to Retirement: A Logistics Pro’s Guide to Financial Milestones If you’ve spent years planning routes, managing cargo, and keeping fleets on schedule, you already have the mindset to navigate your retirement journey. Think of your money plan like a well‑organized...
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