Recent Articles

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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Guide On How to Maximize Your Company's Benefits Package
Are You Maximizing Your Company’s Benefits Package?
By Thomas Britt What’s even better than a steady paycheck? Getting a benefits package from your company in addition to your paycheck! You likely already know how your company’s benefits
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Family Enjoying Having Learned Two Important Financial Lessons
If I Could Only Teach Two Financial Lessons
By Richard W. Stout III I’ve been in the financial services industry for over 25 years. During that time, I’ve heard my fair share of sound financial advice: maximize employee
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Happy holidays from Benchmark Wealth Management
Happy Holidays From Benchmark Wealth Management
By Thomas Britt It’s probably safe to say that we will all be happy to wrap up 2020 and embrace 2021 with a renewed sense of positivity and hope. That
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