Category: Blog

27 posts categorized as "Blog"

If I Could Only Teach Two Financial Lessons

January 14, 2021

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 benefits, pay off credit card debt, manage risks. Although these are wise words to live by, I believe the best financial advice can be summed…

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Happy Holidays From Benchmark Wealth Management

December 3, 2020

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 being said, hardship can also bring opportunities to grow, adapt, and reprioritize what’s most important to you. We believe there are many reasons to be…

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Are You Looking for a Fresh Start With Your Financial Plan?

December 2, 2020

By Richard W. Stout III If you are looking for a fresh start with your financial plan, you are not alone. 2020 has been a year of reflection, with many investors reconsidering priorities, how well they are prepared for the unexpected, and how they can remove anxiety from their financial lives. What does the loss…

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Looking Forward While Giving Back

December 1, 2020

By Richard W. Stout III and Thomas Britt  At Benchmark Wealth Management, we believe that there is more to wealth than just building it. We have a long history of community involvement and we’ve made the habit of doing good for others part of our business philosophy. We’re fortunate to be able to use our…

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What We Are Thankful for in 2020

November 2, 2020

By Richard W. Stout III It would be an understatement to say that 2020 has had its fair share of challenges. None of us could have predicted the events that have changed our lives and tried our perseverance. As of right now, the future is still unclear and there may be more obstacles ahead, but…

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Don’t Outlive Your Money: 3 Retirement Budget Tips

October 16, 2020

By Thomas Britt You work day in and day out. Often what keeps you going is the knowledge that one day you’ll finally clock out for good. But rather than eagerly anticipating the golden years of retirement, almost half of all Americans worry about running out of the money they’ve worked so hard to build…

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Planning for the Future During Market Instability (Radio Program)

October 8, 2020

Tom Britt recently had the honor of being a guest on iCRV radio’s program, “Meet the Expert.” In this episode, Tom discusses how recent market volatility has led to an increased awareness of financial plans and cash flow sustainability. Additionally, Tom shares his insight on ABLE (Achieving a Better Life Experience) accounts, which are a…

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A Personalized Financial Plan Built To Weather Any Storm (Radio Program)

October 8, 2020

As a result of the pandemic and the volatile market, many people are asking the same question: Are you prepared to fund a 20+ year retirement and does that plan account for less than ideal circumstances? There’s no question that the Coronavirus has changed the way that we feel about money. With careers and nest…

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The 5 Biggest Financial Mistakes I See

September 23, 2020

By Richard W. Stout III Have you ever made a large purchase that you instantly regretted? Most people have, yet we continue to make this mistake over and over again. Financial mistakes can prevent you from reaching your goals or doing what you love. They can postpone dreams such as owning your own home or…

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What All Women Should Know About Personal Finance

August 20, 2020

By Thomas Britt  Women have come a long way in the past few decades when it comes to career opportunities and playing a significant role in every aspect of our communities. But even though women make up 50% of the workforce these days, (1) they face financial challenges not often faced by men. Women typically…

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