Recent Articles

The Future of Social Security
The Future of Social Security
April is National Social Security Month. With the future of Social Security in peril, proper planning will become increasingly important for Americans seeking a financially secure retirement. By Richard W.
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The Russia-Ukraine Crisis and Market Volatility In Perspective
By Richard W. Stout III and Thomas Britt In a speech on February 23, 2022, Russian President Vladimir Putin announced that a “special military operation” would begin in Ukraine. Russian
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10 Questions to Ask Your Financial Planner
By Richard W. Stout III We have no lack of options these days. Whether it’s choosing a restaurant or finding a doctor, there are so many choices that it’s easy
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Jump-Start Your Financial Plan for 2022!
By Thomas Britt It’s hard to believe it’s already 2022. It seems like just yesterday we began 2021 with high hopes for a fresh start. Given that those hopes didn’t
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Happy Holidays and Well Wishes From Benchmark Wealth Management
By Richard W. Stout III This year, the holiday season is a time for friends and family to come together for a much-delayed convergence, albeit with lingering precautions and a
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You’ve Inherited Money, Now What Should You Do?
By Thomas Britt Many people dream of one day receiving an inheritance, planning what they’d do with the money and how it could impact their future. But when it comes
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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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