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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.
Do you know these three personal finance sayings?
If you died, what would happen to your email archives, social profiles and online accounts?