Recent Articles

What I Wish I Had Known About Money When I Was Younger
By Richard W. Stout III We all have to be young before we can be wise. For many, this mantra mirrors their relationship with money. To become financially wise, we
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Financial Planning Challenges for Children With Special Needs
By Thomas Britt Parents of children with special needs typically face unique challenges at various points along their journey: increased medical expenses, highly specialized care, and the need for extra
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Do Your Friends & Family Need Financial Guidance? We Can Help.
By Richard W. Stout III On both a local and global scale, the unprecedented uncertainty of the past year and a half has been the cause of increased stress for
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Social Security Claiming Strategies for Single, Divorced & Widowed Women
By Richard W. Stout III Social Security is an important piece of your retirement puzzle, even if you won’t be relying on it to pay the bills. However, just because
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What To Do When Your Pfizer Stock Options Vest
By Thomas Britt For over 20 years, I have had the pleasure of executing financial plans for a number of Pfizer employees when their incentive stock options (ISOs) or nonqualified
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Client Profile: How We Helped This Couple Transition to Early Retirement
By Richard W. Stout III Our clients’ successes are the reason we do what we do. Because our relationships with our clients are built on deep understanding, mutual respect, and
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Does it Make Sense to Pay Off Your Mortgage Early?
By Thomas Britt Currently the housing market is booming, thanks to record-low inventory, low interest rates, and high demand, (1) so many of us have houses on the brain. It’s
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Helping Freinds and Family With Financial Management
Do Your Family and Friends Need Our Help? We Now Offer Virtual Meetings!
By Richard W. Stout III Are you tired of hearing the word “unprecedented”? Unfortunately, it’s really the best word to describe what we’ve all lived through this past year. A
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Wealth Managers Discussing What's New at Benchmark Wealth Management
Come See What’s New at Benchmark!
By Richard W. Stout III and Thomas Britt We are pleased to announce the launch of our updated website, redesigned to offer a fresh focus on who we are and
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