Thanks for visiting Beneficent Financial’s new website. We’re excited about all the new developments, and we believe you will find them beneficial as well.
We’ll be adding tools, events, articles, photos and more on a regular basis, so please check back often.
You may contact us at any time by calling (626) 795-7210, or via email.
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What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Military families face unique challenges, making personal finance even more critical.
Knowing the rules may help you decide when to start benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The decision whether to buy or rent a home may have long-term implications.