NCOA says; "As people grow older, more and more of them face health or economic challenges that can make it more difficult for them to live in their own homes...."  Call us to request your copy of NCOA's; "Use Your Home to Stay at Home".

 

"My mission, as a financial consultant, is to use my extensive background, training and experience to help others get to and through retirement. As we grow older, more and more of us face health or economic issues that can make it difficult to stay in our homes and meet our expenses in retirement. I am committed to helping others maximize all resources available to them in order to live as independently as possible in their retirement years."

Jack Benke, Certified Estate Advisor®

The purpose of building this site is to introduce you to the many  services we provide and become your trusted source for current financial information. I invite you to take a few minutes and visit the following sections:  About Us, Learning Center, Market Watch or Request a Quote. We trust you will find  something of value to take away from your visit and consider it time well spent.  If you enjoy our site, please tell others about us and come back and visit us often.  Click here to view our online monthly newsetters or contact us and join our email list. Let our trusted experts help get you to and through retirement. 

 

 A video message from Jack Benke, Managing Partner

 

Alert:  Should you consider refinancing, or purchasing a primary residence, second home or investment property?  

We have the knowledge and experience to help you make an informed decision.  Call today for a no-cost consultation.  Jack's NMLS #322773.  Jack offers a comprehensive lineup of Forward and Reverse mortgage programs as a Licensed Mortgage Loan Originator.  Jack offer real estate services as a Real Estate Broker through Real Estate Opportunities, Inc..  Jack offers insurance services as an independent insurance agent through Minneapolis Financial Consultants, LLC.  Real Estate Opportunities, Inc., Home Mortgage of Minnsota, Inc. (license currently pending) and Minneapolis Financial Consultants, LLC are seperate and independent legal entities.
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

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