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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
How Income Taxes Work
A quick look at how federal income taxes work.
Protect yourself against the damage that your homeowners policy doesn’t cover.
It's important to understand how inflation is reported and how it can affect investments.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
If you find it hard to attain personal life goals, there’s an app for that!
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
What if instead of buying that vacation home, you invested the money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.