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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

Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Acceleration

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

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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