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
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We assist Business Owners Implement
Benefit Strategies to keep Key Employees
Empowering
Individuals, Families and Businesses
to Plan Better Futures!
Helpful Content
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.