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Publications, insights & news from the team at Benchmark Strategic.

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Mar182019

College Savings Plan 2018: What has Changed?

by Steve Garciain Investments
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Parents looking to save for college have long turned to college savings plans as a tax-advantaged way to put away. One of the biggest and most helpful changes for this year is what can now be deducted as a college expense…

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Jan212019

Tax Deductions and Credits that are often missed

by Lina O'Nillin Financial Planning
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Tax filing season for calendar 2018 opened on January 20, 2019. Here is a list of tax deductions and credits that are often missed by taxpayers because they were not aware that the expenses qualified for a tax deduction or credit…

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Dec102018

Benchmark Strategic Named to 2018 Financial Times 300 Top Registered Advisors

by Benchmark Strategicin Company News

Benchmark Strategic is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers as of December 8, 2018. The list recognizes top independent…

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Oct222018

How a Little Planning can go a Long Way

by Steve Garciain Financial Planning
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What types of options do I have when it comes to saving for my children's college education, which is best and why? While the cost of college continues to increase at a torrid pace…

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Jun092018

The Importance of a Family Meeting

by Julia Cummingsin Insurance
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Families meet for many reasons. Birthdays. Holidays. Reunions. Special occasions or merely because they like being together. However, joining for an event specifically designated as a family meeting is less…

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May292018

We are hiring Investment Analyst

by Benchmark Strategicin Company News
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We're looking for a talented, motivated and creative investment professional to join our established team.

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Popular Articles
  • How a Little Planning can go a Long WayOctober 22, 2018
  • Tax Deductions and Credits that are often missedJanuary 21, 2019
  • The Importance of a Family MeetingJune 09, 2018
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