Financial Benefits, Inc, is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I position my investments for higher potential returns while reducing risk?
- Do I need disability income insurance? Long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts, and probate?
We offer financial products and services tailored to your individual needs. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Insurance Strategies: Giving Old Life Insurance a New Purpose
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
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Low-Volatility Strategies for a Less Stressful Ride
Some stocks and stock funds may help reduce the volatility in a portfolio.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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A Map to Guide Your Family
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Car Affordability
How much can you afford to pay for a car?