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!
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Important items to consider when purchasing condo insurance.
Marriage changes everything, including your insurance needs.
Healthy habits are one of the greatest gifts to give your child.
Do your insurance needs stay the same when the nest empties?
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Bucket lists don’t have to be for tomorrow.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.