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!
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Life insurance proceeds are generally tax-free. But not in all cases.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
When to start? Should I continue to work? How can I maximize my benefit?
It's important to understand how inflation is reported and how it can affect investments.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
$1 million in a diversified portfolio could help finance part of your retirement.
There are a few things to consider when buying or leasing your next vehicle.
Are you ready for retirement? Here are five words you should consider.
Here’s a crash course on saving for college.
How will you weather the ups and downs of the business cycle?