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Betenbaugh Financial

Welcome to Betenbaugh Financial, a full-service investment company specializing in retirement planning and estate conservation. Feel free to browse my site. You'll find a variety of articles, financial calculators and research reports that I hope will be of interest to you.

As personal financial professional, I can:

  • Help you clarify and define your goals

  • Determine your level of risk

  • Recommend solutions that fit your needs

  • Deliver timely information

  • Explain how changing financial conditions affect you

  • Monitor your financial progress

  • Make investment planning easier

If you have any questions, please call me at:              

530-865-5165 or e-mail me at: paul@betenbaughfinancial.com

I will be happy to help and look forward to talking with you.

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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