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!
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A few strategies that may help you prepare for the cost of higher education.
There’s a link between debt and stress.
Second marriages are a trigger event to revisit any existing estate strategies.
Even if you’re young and single, you should still consider protecting yourself.
When considering life insurance, it's important to understand your options.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
Make your retirement as exciting as your next vacation.
Taking your Social Security benefits at the right time may help maximize your benefit.
For women, retirement strategy is a long race. It’s helpful to know the route.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What if instead of buying that vacation home, you invested the money?