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Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Whether your goals are wealth accumulation, retirement ...

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Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Whether your goals are wealth accumulation, retirement ...

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Home | Sheri Benjamin, ChFC, CLU | sheribenjamin.com Reviews

https://sheribenjamin.com

Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Whether your goals are wealth accumulation, retirement ...

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sheribenjamin.com

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Retirement | Sheri Benjamin, ChFC, CLU

http://www.sheribenjamin.com/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Perception vs. Reality. There’s an alarming difference between perception and reality for current and future retirees. An Inside Look at Retirement Living. Social...

2

Resources | Sheri Benjamin, ChFC, CLU

http://www.sheribenjamin.com/resource-center

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. A registered investment advisor. Member FINRA.

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how-to-retire-early

http://www.sheribenjamin.com/resource-center/retirement/how-to-retire-early

How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Social Security: The Elephant in the Room. Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed. An Inside Look at Retirement Living. Have A Question About This Topic?

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Articles of Interest

http://www.sheribenjamin.com/p/articles-of-interest

The following are articles we believe will be helpful and thought provoking:. Are You Prepared To Retire? Proper Financial Planning: Critical for Women. Women, Wealth and Legacy Planning. Elder Care: How to Help Your Parents Manage. Check the background of your financial professional on FINRA's BrokerCheck. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA, MA and OR.

5

Donating Art: Taxation Abstraction | Sheri Benjamin, ChFC, CLU

http://www.sheribenjamin.com/resource-center/tax/donating-art-taxation-abstraction

Donating Art: Taxation Abstraction. The varied reasons to donate art range from a personal affinity for a museum, the desire to create a legacy, and the tax consideration that may come with the donation. The tax rules surrounding the tax deduction of art are complex and confusing.¹. Where It Becomes Complicated. If you are donating art to a private tax-exempt organization, e.g., a private foundation, your deduction will be based on the price you paid for the donated art. Even if you are donating art to a...

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Home | Sheri Benjamin, ChFC, CLU

Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Whether your goals are wealth accumulation, retirement ...

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