Bennie M. Currie, Principal, MBC Financial Strategies

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Bennie M. Currie, Principal, MBC Financial Strategies Providing quality financial strategies, and offering insurance and financial services. I am not licensed in all jurisdictions.

500 W Madison St.

As the son of two Southern-born parents, including one who chopped cotton as a child in the Mississippi Delta, I’m quite familiar with the wealth gap that has affected generations of black Americans and the many related financial challenges that continue to exist. Helping people address these challenges is why I launched my practice a decade ago. MBC Financial Strategies is on a mission to provide the tools and services people need to create financial stability, generate economic opportunity and build multi-generational wealth; a rising tide lifts all boats. When it comes to finances, everyone wants the freedom to live their life and do what brings them peace of mind. Our team is here to help you protect the people and things you care about, capitalize on opportunities and grow intentionally over time. No matter how your life changes or what you need to realize a strong financial future, we have you covered. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither MBC Financial Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. MBC Financial Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Suite 1725
Chicago, IL 60661
Tel: 773-517-9234
[email protected]

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Life changes. But sometimes beneficiary designations don’t change with it.This Kiplinger article is a helpful reminder o...
10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/47O0ZM5

If you have questions about your own beneficiary choices, send me a message.

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually k...
10/27/2026

Future tax rates are impossible to predict, but even modest changes can affect how much retirement income you actually keep. Looking beyond account balances and considering after-tax income can provide a more complete view of retirement readiness.

If you'd like to discuss how changing tax rates could affect your retirement income and explore strategies that may help improve your long-term financial flexibility, let's connect.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
10/23/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they ma...
10/22/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the...
10/22/2026

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the future—and remain eligible for essential federal benefits. Learn more here: https://nyl.co/4yD3YC5

Talking to your kids about a proper home valuation can help save them from unexpected IRS penalties and capital gains ta...
10/21/2026

Talking to your kids about a proper home valuation can help save them from unexpected IRS penalties and capital gains taxes.

Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.

How does New York Life Insurance Company manage the strength behind whole life insurance?In this Q&A, our Chief Investme...
10/20/2026

How does New York Life Insurance Company manage the strength behind whole life insurance?

In this Q&A, our Chief Investment Officer shares how disciplined investment strategy helps support long-term commitments, stable values, and the opportunity for dividends.

Read the Q&A with Craig Sabal here:

https://nyl.co/4seGSAb

10/19/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong c...
10/17/2026

Did you know that with just one solution, you can access premiums that never increase, cash value growth, and lifelong coverage options for both you and your loved ones? Reach out to me to learn more about permanent whole life insurance options from New York Life today.

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing ...
10/15/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

Address

500 W Madison Street, Ste 1725
Chicago, IL
60661

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

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