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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
It's important to understand the pros and cons when considering a prepaid debit card.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The true cost of raising a child may be far more than you expect.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
How do the markets usually react to elections? Was the 2016 election any different?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?