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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to my Website

Here for you and your employees

Don't settle for the status quo when it comes to retirement planning for you and your employees. 

Together, we'll take a 360-degree view of what you have implemented so far, what types of gaps there may be and how we can work together to fill those gaps.

When it comes down to it, it's all about ways to help you and your employees save enough and have enough in retirement to meet retirement goals.

With regular reviews, we'll monitor progress and make adjustments along the way. 

Let's Talk - Contact me today at (651) 287-5485 or by email at bender.david@principal.com. 

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

This calculator is designed to help you attach a dollar figure to your life’s work.

How much will it cost to pay off a loan over its lifetime?

This calculator can help you estimate your annual federal income tax liability.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck