Broker Check

Benefit Planners & Company

(563) 359-8885

The Cycle of Investing Rightsizing for Retirement The Richest Man in Babylon
Agent Photo

      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

                          Reducing Taxes

                        Maximizing Wealth 

             Efficient Asset Transfer to Heirs

                Increase Retirement Income 

                                      _  

      We assist Business Owners Implement

    Benefit Strategies to keep Key Employees

          

                   



                                                                

               Empowering

Individuals, Families and Businesses

       to Plan Better Futures!



 

Helpful Content

Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Rightsizing for Retirement

What does your home really cost?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

View all videos arrow