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Benefield Financial

1298 West Main Street
Greenwood, IN 46142

Phone:

317-887-0040

Fax:

1-844-637-3650

E-mail:

mabenefield@trustmontgroup.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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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.

Newsletters

Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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