Office: 225-766-9506[email protected]
Office: 337-501-9716[email protected]
This information is intended for use only by residents of AL, AK, AZ, AR, CA, CO, FL, GA, LA, MS, NC, TN, TX, VA. Securities and insurance related services may not be provided to individuals residing in any state not listed above.
Carl Benedict and Lynella Devillier are Registered Representatives offering securities through United Planners Financial Services Member FINRA and SIPC. Advisory Services offered through Benedict Wealth Management D/B/A Benedict Devillier Wealth Advisors. Benedict Wealth Management D/B/A Benedict Devillier Wealth Advisors and United Planners are not affiliated.
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Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Even low inflation rates over an extended period of time can impact your finances in retirement.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There are a few things to consider when buying or leasing your next vehicle.