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    3 Investment Extremes to Avoid in Any Market

    Submitted by Bentley & Company LLC on February 11th, 2021

    It can be tempting to have extreme thoughts when it comes to investing. After all, public markets can increase or decrease by as much as several percentage points per day! Yet, be sure to keep calm and follow your financial plan.

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    Retiring as a Small Business Owner

    Submitted by Bentley & Company LLC on February 1st, 2021

    There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules, career goals and finances. It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement plan. 

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    How do I Save for a Goal?

    Submitted by Bentley & Company LLC on February 1st, 2021

    The goal for your saving plan is up to you. Some people enjoy travel or the latest electronics. Others may save for school or a home purchase. While there are a thousand ways to spend your money, there’s only one way to save it — stick to the plan.

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    The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

    Submitted by Bentley & Company LLC on February 1st, 2021

    Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

    Active vs. Passive

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    Medicare in 2021: Here’s What You Need to Know

    Submitted by Bentley & Company LLC on January 26th, 2021

    Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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    Should You Retire at the Same Time As Your Spouse?

    Submitted by Bentley & Company LLC on January 25th, 2021

    If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time.

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    How to Plan Long-Term Care Before You Need It

    Submitted by Bentley & Company LLC on November 9th, 2020

    It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition.

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    The Importance of Proper Planning for a Physically Ill Spouse or Loved One

    Submitted by Bentley & Company LLC on November 9th, 2020

    Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

    Cash Flow

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    Video: What To Do In A Crisis

    Submitted by Bentley & Company LLC on September 10th, 2020
     

    *This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties.

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    5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

    Submitted by Bentley & Company LLC on September 2nd, 2020

    The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And unfortunately, just as federal emergency benefits are starting to run out, signs of a second wave of the virus are looming—and some may even say it’s already here. 

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    Lafayette, Louisiana
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    •  Tel: 337-235-6233
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