THOMAS V. MUELLER, CFP®
Benefit Planners & Company
Serving Customers Since 1974
As financial professionals
We assist with 401(k) Pension Profit
Sharing Plan Exit Strategies ultimately
Efficient Asset Transfer to Heirs
Increase Retirement Income
We assist Business Owners Implement
Benefit Strategies to keep Key Employees
Individuals, Families and Businesses
to Plan Better Futures!
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Try these activities to keep your brain sharp.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
Here’s a quick guide to checking to see if you have unclaimed money.
When markets shift, experienced investors stick to their strategy.
Pundits say a lot of things about the markets. Let's see if you can keep up.