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  • 17461 Jefferson Hwy Suite B - Baton Rouge, LA 70817
  • 225-766-9506
What to Do When You Lose Your Wallet 16 Wall Street Cliches in 60 Seconds Suddenly Single: 3 Steps to Take Now

Carl Benedict, CFP, MBA

President

Office: 225-766-9506

[email protected]

Lynella Devillier

Partner

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.

Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

Business Planning

Insight and information for employers and employees.

Investment Strategy

Let us provide you with the guidance that can help you understand and better define your financial goals.

Helpful Content

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If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Countdown to College

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Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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