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!
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Five creative (and inexpensive) ideas for motivating your employees.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Do you know these three personal finance sayings?
What does your home really cost?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.
Pundits say a lot of things about the markets. Let's see if you can keep up.