Ben Houseman, CFP®, ChFC®

Financial Planner @ Houseman Financial & Insurance Services LLC. Passionate about helping people make smart financial decisions. Visit my website to learn more.

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Take control of your future by ensuring you're on the right track to achieve your financial goals.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

Social Security benefits are a vital part of your retirement income. Know your options.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

From your savings account to your investment portfolio, discover 5 ways interest rates can impact your finances.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

[Ben Houseman, CFP®, ChFC® @BenHouseman]

When life brings you challenges where do you find the courage to persevere?

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Think it’s too early to be worried about your tax bill? Not at all. Now is the time to look closer at your investment losses and gains for the year.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

As we mark the 20th anniversary of Cybersecurity Awareness Month, it’s vital that we continue to stay informed and vigilant in today’s dynamic digital landscape.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss harvesting.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarized yourself. https://t.co/Hm6OWh4M4i

[Ben Houseman, CFP®, ChFC® @BenHouseman]

The Child Tax Credit is a federal tax benefit that gives you a dollar-for-dollar deduction on your tax bill for dependent children under age 17. Take a look at how it works, who qualifies, and how to claim it on your upcoming tax return. https://t.co/V6T4iSw8pY

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Want to max at your 401(k) this year? Congress and the IRS greenlighted several new rules that will make it easier for you to save more for retirement. https://t.co/6EpIdphwvb

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Deferring your income to a later year can help trim your tax bill—and get you closer to your long-term goals. Learn how with these five strategies.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

Don't let the rising cost of a college education deter you from achieving your education funding goals. Having a plan helps. Talk to your advisor to get started. https://t.co/44m9X8j86d

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Do you know how the Secure Act 2.0 may impact your retirement planning? Here’s how.
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[Ben Houseman, CFP®, ChFC® @BenHouseman]

While market volatility can be unsetteling, it's inevitable - so don't loose sight of your long-term goals. Here are tips for staying focused. https://t.co/wPpzpUqf0S

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Starting this year, unused funds in 529 education savings plans can be converted into a Roth IRA, but you’ll need to know the fine print of the process. Here are the details on converting and what else you need to know. https://t.co/XCVzsXWPMo

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Tax diversifying strategies can help retirees during economic volatility by offering protection from inflation and market downturns. Learn more, in this article. https://t.co/9N5DUbDPvb

[Ben Houseman, CFP®, ChFC® @BenHouseman]

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stream. But is it's right for you? Here’s what you should know. https://t.co/jdxn2u2zDB