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15610 Walden Avenue
Tampa, FL 33618-1632
(813) 962-8933
 
 

When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Welcome to Benefits Consulting, Inc.

For more than 20 years, individuals and businesses have trusted Benefits Consulting Inc., for their benefits and financial needs. All of the services offered by Benefits Consulting, Inc., revolve around helping keep you secure. From health, dental, disability and life insurance to more complex matters such as investment planning, Benefits Consulting, Inc., can help you gain the security you need. Through its proactive, professional and personalized approach, Benefits Consulting, Inc., has helped individuals and businesses like you lay the foundation to a sound financial future.

Regardless of your goals, the critical element is knowing what you want to achieve and finding someone you trust to help get you there. As an independent broker, Benefits Consulting, Inc., has the diversity of providing clients with the best-fit products from the thousands of available options. The experienced Benefits Consulting, Inc., team has successfully created individually tailored plans, eliminating the “one size fits all” approach to client service. This philosophy has allowed Benefits Consulting, Inc., to not only develop long-term strategies to help meet the changing needs of its clients and help them realize their financial goals, but has also earned the confidence of a long-standing client base.

Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Safeguarding Purchasing Power Across Generations

Safeguarding Purchasing Power Across Generations

Help protect what your wealth can do now and across generations.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

Where Family Wealth Meets Family Values

Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.

Consider Keeping Your Life Insurance When You Retire

Reasons to retain your coverage into your retirement years.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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