"Your Goals - Your Interest - Our Mission"
Today’s economic environment presents challenges. But along with these challenges, there are opportunities and rewards for those who can identify long-term trends.
Whether you’re less than satisfied with your current advisor, interest rate or returns—facing retirement—or are looking to better understand certain investment ideas, we can help you address your most pressing investment needs and concerns.
First - we listen.
Our priority is your overall financial success. We want to learn more about your personal situation and identify your needs and goals so we can learn what's right for you. Open and honest communication is the cornerstone of any successful, long-term relationship. Often, industry-driven jargon gets in the way of understanding. We do our best to avoid it.
Everyone is different.
Our site is filled with educational videos, articles and calculators from the very straight-forward to the very complex. All are designed to help you learn more about earning interest, retirement income, tax-free income, retirement plans, investments, 529 college savings plans, wealth transfer, long-term care, insurance needs, estate planning and more. While brief, they are informative.
As you search our website, send me a note with any questions you may have about any particular investment concept, product or interest producing idea that may better serve you. We'll get back to you quickly with a thoughtful answer. If you'd prefer, simply give us a call at (812) 948-2233. Sissy, Sheila or Kim generally answers the phone.
Transfer your accounts.
Yes; we can transfer your existing brokerage accounts, pensions, IRAs, annuities, 401(k) or CDs without causing discomfort for you or the broker/rep/employee at the bank or brokerage firm where your accounts are currently held. Sadly, many won't even notice. In fact, it's quite simple. Just call or come in to our offices. We'll walk you through it.
No one, other than those whom you deem to be of 'need to know' basis, will ever know of your accounts or the investments within your account(s) at Bennett & Bennett unless you give us explicit direction otherwise.
"Your goals - Your interest - Our Mission"
Bennett & Bennett Financial, LLC willingly complies with FINRA, SEC, Local, State and Federal law and regulation including, but not limited to, the "Uniting and Strengthening America by Providing Tools Required to Intercept and Obstruct Terrorism Act of 2001", otherwise known as 'The Patriot Act".
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The true cost of raising a child may be far more than you expect.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Four vacation destinations you might never have thought of.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.