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 20 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
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HOT TOPIC: Dreaming of Retirement? Consider Maxing Out Your 401(k) in 2025
This article covers the contribution and catch-up limits for workplace retirement plans, including the less-common opportunity to make larger after-tax contributions.
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Charitable Gifts of Life Insurance
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lease Payment
How much would your monthly lease payment be?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.