937-646-0017 danbensman@independentwealthpg.com Account View Login Home About Us Schedule with Dan Right Capital Resources LPL Insights Contact Us MONEY One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Featured Video Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Featured Presentation Your Cash Flow Statement A presentation about managing money: using it, saving it, and even getting credit. Have A Question About This Topic? Name Email Message The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time. Making a Charitable Contribution There are benefits and limitations when you decide to donate stock. Surprise! You’ve Got Money! Here’s a quick guide to checking to see if you have unclaimed money. Articles Calculators Presentations Videos Contact Office: 937-646-0017 515 East Main Street Suite C Anna, OH 45302 Send an Email Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, IN, KY, MA, OH. Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer: Member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates.