Gerard Benedict, CFP, Chfc, MBA Financial Advisor

03/24/2022

Please join us for our March Financial Wellness Seminar - March 30th at 12 or March 31st at 6:30. Click the link for more details and to register!
https://conta.cc/3NkzGxA

02/28/2022

Who are the loves of your life? Whether it be a family member, partner, child, or charity, make sure you protect their financial future with life insurance.

02/22/2022

It's not too late to register for our upcoming seminar. Click the link for more information and to register: https://conta.cc/35hcRJl

01/19/2022

Its not too late to register for today's Financial Wellness seminar at 12:00pm! Click here for more information and to register: https://conta.cc/3rxZxrK

01/12/2022

Click below to see the latest Financial Wellness article, "5 financial mistakes and tips for avoiding them"
https://conta.cc/3qkrdAL

Financial Wellness To learn more about Financial Wellness please click the article below, "5 financial mistakes and tips for avoiding them." If you have not already please remember to register for our

01/05/2022

Click Here for More Information and to Register: https://conta.cc/32N5kRY

12/10/2021

Trying to get your finances back on track in the new year? Here are three financial steps you can today, this week, and this month.

There are steps you can take today, this week, and this month to help get grounded again.

12/06/2021

Check out this article if you're interested in learning more about the Safe Retirement Spending Rate! https://retirementincomejournal.com/article/re-think-the-safe-retirement-spending-rate-morningstar/.

The safe withdrawal rate is now 3.3%, writes Morningstar Director of Personal Finance Christine Benz. But she adds that retirees could withdraw as much as 5% a year if they obey certain rules and accept certain risks.

11/18/2021

Hi Everyone,

As the year comes to an end and we approach Thanksgiving and the holiday season, we reflect on what is important in life and get to enjoy time with friends, family, and our loved ones. It has been a challenging few years for everyone but especially those who are less fortunate. To give back to those and show thanks, I recently volunteered my time to helping an organization near and dear to me, Face to Face. We were able to feed over 100 people with the few hours we spent together!

Face to Face is a multi-service organization that offers free human services to more than 2,500 low income and homeless individuals each year. Face to Face’s goal is to reach out to people and offer substantive help and hope. It was important for me to take a day and give back to others. Volunteering allows me to connect to my community and make it a better place and hopefully make an impact on helping those less fortunate. I wanted to share my recent experience at Face to Face, please click on the link below to see more.

https://vimeo.com/terryleahyfilms/review/588353456/5124187bca

A special thanks to Jeff Gallo from Jefferson Ave. Insurance and all of my friends at Face to Face for allowing me to participate! It was a great experience and I hope that everyone cherishes their time together with friends and family over the Holidays!

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09/10/2021

How does a reverse mortgage work? Read this article to find out more. https://bit.ly/3g32dZv.

Reverse mortgages can be a great way to tap your home to pay for retirement. But know the drawbacks.

09/08/2021

Are your student loans stopping you from meeting other financial goals? Jessica refinanced her college debt and her savings helped secure her financial future. What questions do you have about college loan refinance?

Consider if your monthly payments could be reduced. Perhaps you could reach your financial goals sooner! Check out how one MassMutual client refinanced her s...

09/03/2021

Read this article for 3 ways to catch up on your retirement savings. https://bit.ly/2UecwlE.

It's crunch time for pre-retirees.