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Retirement

Volunteering in Retirement
9 Facts About Retirement
Retirement Realities
Social Security: Maximizing Benefits

Estate

Trends in Charitable Giving
Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist
A Brief History of Estate Taxes

Investment

How to Invest in LGBTQ+ Friendly Companies
Required Reading: The Economic Report of the President
The Utility of Sector Investing
The Anatomy of an Index
A Primer on Dividends
A Taxing Story: Capital Gains and Losses

Insurance

The Value of Insuring Against Life’s Risks
Making Sense Of A Home Warranty
Understanding Extended Care

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Understanding Marginal Income Tax Brackets
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

U.S. Personal Savings Rate
The Half Million Dollar Baby
Buying vs. Leasing a Car

Lifestyle

Personal Finance Tips for Military Families
Pickleball in Retirement
Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?

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Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA / SIPC. 6267 Carpinteria Ave. Carpinteria CA 93013. (800) 874-6910. Odyssey Financial is independently owned and operated and is not affiliated with PlanMember Securities Corporation.

Odyssey Financial and Bencor advisors are registered representatives of and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. U.S. Employee Benefits Services Group and Bencor are owned by U.S. Retirement & Benefits Partners. Odyssey Financial, Bencor, U.S. Retirement & Benefits Partners and U.S. Employee Benefits Services Group are independently owned and operated companies and not affiliated with PlanMember Securities Corporation. PlanMember is not the broker/dealer for U.S. Retirement & Benefits Partners or U.S. Employee Benefits Services Group. PlanMember is not liable for ancillary products or services offered by any of the above mentioned companies.