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.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
An inside look at how marginal income tax brackets work.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Important items to consider when purchasing condo insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
That big list of dreams and goals isn't the only way to look at your bucket list.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.