Corporate Benefit Plans

Retirement, Risk Management and Financial Services

Welcome to the Corporate Benefit Plans Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Today's investment climate offers unprecendented opportunities.  Our mission is to help clients take advantage of those oppportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for achieving those goals
  • Ongoing advice to help adjust their roadmaps when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.

On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals.  We offer educational articles that outline financial concepts and highlight products designed to help fill the gaps in your financial strategy.  You'll also find calculators that will help you assess your current and future needs.  Please remember to visit our Web site often, as our content is constantly changing. 

For help with your financial management or for more information, please contact us today.
Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

Newsletters

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

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