"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.
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".
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Money that Buys Good Health is Never Ill Spent
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A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Saving for College 101
Here’s a crash course on saving for college.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.