Benefit Financial Services Group (BFSG)

Thanksgiving is an appropriate time to be thankful for the rich bounty from stocks this year, but it is also a crucial time to consider the “turkey problem.”

Life insurance should be a key part of your financial plan as it provides security for your loved ones in the event of your death. That’s why it’s important to learn the basics of what kind of life insurance is right for you. #lifeinsurance #finanialplanning #terminsurance #permanentinsurance https://ow.ly/tckl50TYwAx

Catch the replay on how to "Navigate your Retirement Plan" where Tina Schackman, CFA?, CFP? and Antonia Lipovac discuss the benefits of saving in your employer's retirement plan, be it 401(k), 403(b), 457, etc. #retirementplans #retiremenetplanning #401k #403b #457 #retirementplanconsulting https://lnkd.in/gsxYsdge

This simple step for faster boarding is one of the easiest ways to help your plane take off on time.

We're thrilled to announce that Benefit Financial Services Group (BFSG) was ranked by Newsweek as one of America’s Top Financial Advisory Firms for 2025. According to Newsweek, the top 750 advisory firms on the list go beyond the basics, offering innovative financial solutions, a commitment to fiduciary responsibility and a client-first approach. “We are honored to be ranked by Newsweek as one of the Top Financial Advisory Firms for 2025. We are grateful to get to guide and support our client’s life, goals, and legacy.” said Michael Allbee, a Principal and Senior Portfolio Manager at BFSG. See the full list here: https://lnkd.in/gUwUVAY4 Newsweek, in partnership with Plant-A Insights Group, analyzed over 15,000 financial advisories registered with the SEC. They screened firms with more than $20 million assets under management (AUM), a minimum of 3 wealth advisors, at least 5 individual clients, and at least two years of SEC registration. Firms were also screened for clean disciplinary records and the availability of portfolio management services to individual investors. Each firm was then scored based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. More about the methodology can be found here: https://lnkd.in/gUwUVAY4 Disclaimer: Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement of the Firm or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized adviser. The Firm did not pay a fee for inclusion on this list.

Letting go of unnecessary possessions, I found freedom to focus on what truly enriches life—and surprisingly, research now supports some of these spending decisions.

Check out the replay from a recent roundtable conversation with a number of BFSG CFP professionals. This session was 90 minutes of random Q&A with participants, spanning topics from investments to insurance, and estate planning to tax planning. No topic was considered off limits, and the attendees put our team to the test. If you have questions about financial and retirement planning in general, this replay is worth a listen. You never know what new insights you may learn. #financialplanning #CFP #investments #taxplanning #insuranceplanning #retirementplanning #estateplanning https://ow.ly/cWqp50U9E7K

The president-elect has been good for markets so far. Here's where to look for more value.

Learn ways to maximize your retirement savings and common mistakes made in retirement plans and how to avoid them in our upcoming webinar, "Navigating Your Retirement Plan", on November 20th at 10 am PT. Register here: https://ow.ly/zcSl50U40zA

The starting point for economic analysis is often an economic Garden of Eden, a perfectly competitive market, filled with rational actors. We might learn more if instead we paid attention to the serpent and watched how he operates.