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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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.