Beene Wealth Management Group

Beene Wealth Management Group Chana Beene, CLU is a Financial Consultant and Wealth Manager with over 30 years of experience. Past performance is not a guarantee of future results.

Chana and her team are here to help you and your family reach your financial goals. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member, FINRA/SIPC and Registered Investment Advisor. Insurance services offered through Beene Wealth Management Group, LLC, which is not affiliated with Woodbury Financial Services, Inc. https://www.joinwoodbury.com/disc

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Investments in securities involve risk, including the potential loss of principal. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities, and should not be relied on as financial advice. Securities related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third party website. We do not endorse or accept responsibility for the content of any third party web site, and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/25/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be insp...
06/23/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
06/18/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/16/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/11/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
06/09/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
06/04/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
06/02/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Use your car for business? Make sure you're on the same page as your insurance carrier.
05/28/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Address

400 Austin Avenue Suite 200
Waco, TX
76701

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12547556575

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