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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A New Option for Providing Health Coverage in 2020
Learn more about Individual Coverage Health Reimbursement Arrangements and how they may help small businesses offer employee health coverage.
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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.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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Watch Out for Scams That Target Businesses
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?