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 through Spectra Financial, Inc. NMLS Company #289891
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Roth IRA Conversion

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

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