Employee Benefits • Private Client Services
Living Benefits, Inc. is a results-driven, client-centric Employee Benefits and Private Client Services firm. For more than 20 years, we have been providing financial planning, wealth management and creative compensation programs to a diverse range of success-oriented individuals and companies.
Whether you are an individual in need of a personalized financial plan or a business in search of a customized medical or retirement benefits solution, Living Benefits can help you design and execute a comprehensive strategy to help achieve your goals.
Newsletters
-
Medicare Open Enrollment
This article explains the changes that Medicare beneficiaries can make during the annual open enrollment period from October 15 to December 7.
-
HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
-
Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
-
Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
Calculators
-
Lease Payment
How much would your monthly lease payment be?
-
Car Affordability
How much can you afford to pay for a car?
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?