Benchmark Financial Group Blog

Select an article below to read more

Pieces of the Retirement Puzzle—Pensions

Pieces of the Retirement Puzzle—Pensions

In our previous article, we started discussing the pieces that make up the retirement puzzle. We began with Social Security. To learn more about how Social Security fits into the equation, you can read the article here. In this article, we will shift our focus to a different piece of retirement—pensions. FERS PENSION BENEFIT Your Federal Employee...

read more
Pieces of the Retirement Puzzle—Social Security and Required Minimum Distributions

Pieces of the Retirement Puzzle—Social Security and Required Minimum Distributions

Social Security is one of the three primary sources of income in retirement. The benefit is based on your average 35 years of work history and weighted by the years you made the most income. You’re first eligible to start taking social security at age 62, and each year you defer your benefit the payment amount increases. If you turn on social...

read more
Beyond Retirement Planning: What to Know About Taxes and Leaving a Legacy

Beyond Retirement Planning: What to Know About Taxes and Leaving a Legacy

A lot goes into retirement planning, and it is essential to know what other details lie beyond the planning process. Some of those items include taxes on income moving forward and properly planning details regarding the legacy for your estate. If you are a federal employee and are abou† to enter retirement, you may wonder what income taxes look...

read more
Properly Preparing for Your Retirement to Avoid Delays

Properly Preparing for Your Retirement to Avoid Delays

In January 2021, the Office of Personnel Management retirement backlog hit a new high, rising to 37%. It is typical for many employees to retire towards the end of the calendar year to maximize their benefits. However, the backlog didn’t surge due to an overwhelming number of people electing for retirement. Instead, it was the fact that fewer...

read more

Benchmark Financial Group, LLC

  • Phone
    913-227-4224
  • Fax
    913-534-8253
  • Address
    9300 W 110th St, #160
    Overland Park, KS 66210

This does not constitute an offer to buy or sell any security. Investments in securities are not suitable for all investors. Investment in any security may involve a high degree of risk and investors should review all “Risk Factors” before investing. Investors should perform their own due diligence before considering any investment. Past performance and/or forward looking statements are never an assurance of future results. Investment products, Insurance, and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by any Federal Government Agency/May Lose Value. Always read the prospectus before investing.

Securities and Advisory Services are offered through Client One Securities, LLC. Member FINRA/SIPC and an Investment Advisor. Benchmark Financial Group, LLC and Client One Securities are not affiliated companies.