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
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Emerging Market Opportunities
What are your options for investing in emerging markets?