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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Company Stock and Your Retirement Strategy
This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan.
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HOT TOPIC: Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Credit Card Debt
How Long Will It Take to Pay my Balance?