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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Gaining a better understanding of municipal bonds makes more sense than ever.
Your credit score may influence how much you pay for auto and home insurance.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What does the Tax Reform and Jobs Act mean for you?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
Understanding the cycle of investing may help you avoid easy pitfalls.
For women, retirement strategy is a long race. It’s helpful to know the route.
Here’s a crash course on saving for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.