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

Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

 

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.

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

What Is the Dividend Yield?

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

Emergency Fund Calculator

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

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Once Upon a Goal

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Surprises

Making the most of surprises is a great reason to work with us.

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