Thoroughbred Financial Solutions
Welcome to our website, where you will find the information, resources and service, to help guide you through your decisions with your investments. Jason Benson is an Investment Advisor Representative of LPL who has been in the industry for more than 25 years with focus on individuals and families, trusts and foundations, and corporate retirement plans. Jason and his team offer comprehensive financial planning services and recommendations.
Come meet Jason Benson and his team and let us help you move towards your desired financial goals in life.
Newsletters
-
HOT TOPIC: What’s in the New Tax Legislation?
This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
-
ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
-
Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Calculators
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Lease Payment
How much would your monthly lease payment be?
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?