Benjamin Waibel, MBA, CFP®, CLU®

Newsletters

HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
Four Key Objectives of a Sound Retirement Plan

A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
Social Security Offers Benefits from Birth Through Old Age

The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. This article outlines other types of Social Security benefits.
New Life for Your Old Insurance Policy

Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Car Affordability

How much can you afford to pay for a car?
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.