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Benefield Financial

1298 West Main Street
Greenwood, IN 46142

Phone:

317-887-0040

Fax:

1-844-637-3650

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to Benefield Financial

We are a comprehensive financial services firm that specializes in retirement planning and estate conservation.  As personal financial professionals, we can: 

  • Help you clarify and define your goals;

  • Recommend solutions that fit your needs;

  • Explain how changing financial conditions affect you;

  • Monitor your financial progress; and

  • Make investment planning easier. 

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest. 

If you have any questions, please call us at 317-887-0040 or e-mail us at mabenefield@trustmontgroup.com. We look forward to talking with you.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Check the background of this financial professional on FINRA's BrokerCheck