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We are thrilled to announce that Marjorie Blair has joined Benchmark as our new Client Service Advisor, effective July 1st, 2024. With over 25 years of experience in the financial services industry, Marjorie brings a wealth of knowledge and expertise to our team.
Benchmark Hires New Client Service Advisor Read More »
Beth has served Benchmark clients for nearly 5 years as a Client Service Advisor. We wish her a relaxing and fun retirement down in Sarasota, Florida.
Announcing The Retirement Of Beth Koloseike Read More »
The Make-a-Wish Ohio, Indiana, and Kentucky chapter of Make-A-Wish held their Southern Ohio 2024 Wish Gala at Cincinnati Music Hall. Benchmark was proud to support the event as a “Joy Sponsor” with several team members in attendance.
2024 Make-A-Wish Annual Gala: A Night Of Joy and Hope Read More »
David Eltringham and Susan Eltringham were Vice Chairs this year at the Open Your Heart fundraiser for Stepping Stones at Eddie Merlots in Cincinnati.
2024 Stepping Stones Open Your Heart Read More »
In the digital era, the rise of artificial intelligence (AI) has transformed the landscape of personal and financial security. AI-driven applications and tools present both opportunities and challenges, especially for affluent individuals and families who often become prime targets for cyber threats.
As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will?
Treating Kids Differently In Your Will and A Guide to Healthy Aging Read More »
We were honored to support Make-a-Wish as a Joy Sponsor at the 2023 annual Gala held in Cincinnati. The Make-a-Wish Ohio, Indiana, and Kentucky chapter celebrated 40 years of granting wishes as well as a record-breaking level of funds raised for local kids. A few members of the Benchmark team and clients attended the annual gala.
Benchmark at the 2023 Make-a-Wish Annual Gala Read More »
Roth IRAs and HSAs offer powerful tax advantages and long-term benefits. Roth IRAs provide tax-free growth and withdrawals in retirement, while HSAs offer triple tax savings for qualified medical expenses.
Roth IRAs, HSAs, and the “Backdoor” Roth for High Earners Read More »
After a historic year of persistent inflation, investors and retirees are going back through their financial plans and incorporating the new 2023 Federal tax brackets intro their tax projections for the next year.
2023 Tax Brackets And Your Planning Timeline Read More »
On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued technical guidance regarding all of the cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023.
IRS Increases 401(k) Limit By Record Amounts Read More »
We offer a personalized approach to wealth management.