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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

Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

 

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Buying a Home

A look at what you need to think about when buying a home.

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Monthly Budget

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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