Broker Check

10837 Elk Run Trail
Sellersburg, IN 47172

Tony Bennett

(812) 748-9005

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

"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) 748-9005.

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.

Discreet.

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".

Helpful Content

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Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Social Security Fairness Act's New Chapter

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Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

 

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Catch-Up Contributions

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

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

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IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Emerging Market Opportunities

What are your options for investing in emerging markets?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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