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

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

What Can You Buy With 529 Distributions?

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

The Power of Compound Interest

The Power of Compound Interest

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

 

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

View all articles arrow

How Compound Interest Works

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

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

IRA Income

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

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Comparing Investments

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

View all calculators arrow

Dreaming Up an Active Retirement

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

The Power of Compound Interest

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Saving for College 101

Here's a crash course on saving for college.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

View all videos arrow