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

What Is the Dividend Yield?

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Long-Term-Care Needs

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

What to Expect in Your First Year of Retirement

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

 

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

A Path to Serenity and Smart Money Choices

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

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

View all articles arrow

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

View all calculators arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

View all videos arrow