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

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Navigating Retirement Pitfalls

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.

View all articles arrow

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.

View all calculators arrow

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.

View all presentations arrow

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.

View all videos arrow