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Accounting Services

Welcome to BensonFinancialServices.com™, where you'll find a wealth of information in the form of newsletter articles, calculators, and market updates.

Our objective is to help educate you about some of the innovative concepts of investing. From "Income for Life" strategies to "Socially Conscious Investing" opportunities, to "late stage" College Funding plans to "Savvy Social Security Planning"; whether you are concerned with Wealth Accumulation, Preservation or Distribution we have options that might make sense for you.

“CPA + CFP® = Highest Level of Customer Care”"

We hope you will learn of the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you will see the value of working with skilled professionals to pursue your financial goals.

Newsletters

Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Convertible Bonds Straddle the Line Between Fixed Income and Potential Growth

Describes convertible bonds and their balance of stability and upside.

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Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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