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
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Managing Your Workplace Retirement Plan
This article presents some steps employees can take to get the most out of their employer-sponsored retirement plans.
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Calculators
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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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.