Benson Wealth Management

07/17/2026

Please join us in welcoming Casey Trudo to Benson Wealth Management as our newest Financial Planning Analyst!

We're excited to have Casey on our team and look forward to the knowledge, dedication, and perspective he will bring as we continue serving our clients and their financial planning needs. Welcome to the team, Casey!

07/14/2026

The midpoint of the year is a great time to take a step back and refocus on your financial plan.

At Benson Wealth Management, we encourage clients to stay mindful of a few key areas, including retirement income strategy, investment allocation, and tax planning. Making thoughtful adjustments in these areas can help ensure your plan continues to align with your goals for the rest of the year and beyond.

If you have questions about your financial strategy or want to talk through your next steps, our team is here to help.

07/06/2026

Our team was proud to sponsor and participate in the 12th and final Northwestern Mutual Charity Invitational benefiting Alex’s Lemonade Stand Foundation.

JD, Bryce, and Andrew spent the day on the course, while Cassie helped support the event behind the scenes. Most importantly, it was a chance to come together with others in our community to support a cause dedicated to funding childhood cancer research and helping families facing incredibly difficult circumstances.

While this was the final year of the invitational, we’re grateful to have been part of an event that has made such a meaningful impact and proud to support the important work of Alex’s Lemonade Stand Foundation. Together, NM Central Iowa raised $40,000 for the fight against childhood cancer.

07/04/2026

Happy Fourth of July!

Today, we celebrate the freedoms, opportunities, and spirit that have shaped our nation for 250 years. As we gather with family, friends, and our communities, we also take a moment to reflect on the generations of Americans whose vision, courage, and service helped build the country we know today.

From all of us at Benson Wealth Management, we wish you a safe and enjoyable Independence Day as we celebrate America's 250th anniversary.

07/01/2026

07/01/2026

Benson Wealth Management has been named to the Forbes 2026 Best-in-State Wealth Management Teams list.

This recognition highlights teams that demonstrate a commitment to serving clients through comprehensive planning, collaboration, and long-term relationship management. For our clients, it reflects the strength of a team working together to help navigate life's financial decisions from retirement and investment planning to tax strategies, risk management, and legacy planning.

While we're honored to receive this recognition, what matters most is continuing to help families and businesses gain clarity over their financial future. We are grateful for the trust our clients place in us and the opportunity to walk alongside them every step of the way.

(Ranking Published 1/2026. Data as of 3/31/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

06/30/2026

Only 6 in 10 Americans feel financially secure about retirement.

With rising costs, longer retirements, and ongoing market uncertainty, it’s understandable why so many people have questions about whether they’re truly prepared.

Retirement planning isn’t just about saving more, it’s about building a strategy that supports your goals, lifestyle, and future over the long term.

If you have questions about your retirement plan or where you currently stand, our team is here to help.

06/29/2026

Happy Birthday to Austin Stumbo, Associate Wealth Management Advisor!

We’re grateful for the dedication and positive energy Austin brings to the Benson Wealth Management team each day. Wishing him a great year ahead filled with happiness, success, and plenty to celebrate.

Happy Birthday, Austin!

06/25/2026

“Should I be worried about the market right now?”

It’s one of the most common questions investors ask during periods of uncertainty and market volatility. While short-term headlines and market swings can feel unsettling, it’s important to remember that market movement is a normal part of long-term investing.

A thoughtful financial strategy is built to navigate both strong markets and challenging ones. Staying focused on your long-term goals, maintaining diversification, and avoiding emotional decisions during periods of uncertainty can often be more important than reacting to short-term noise.

While every situation is different, having a plan in place can help provide perspective during unpredictable times. If you have questions about your investments or want to revisit your financial strategy, our team is always here to help.

06/21/2026

Happy Father’s Day to all the dads and father figures on our team and in our lives.

Today, we celebrate the guidance, support, work ethic, and care that fathers bring to their families each day. We’re grateful for the example they set both at home and within our community.

Wishing all the dads out there a wonderful Father’s Day spent with the people who matter most.