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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.

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Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Legacy Planning in Retirement: Passing Down Financial Values

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

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Five overlooked tax deductions to help manage your tax bill.

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Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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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 Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Surprise! You’ve Got Money!

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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