Providing innovative financial solutions since 1978

Today's investment climate offers many opporturnities as well as the associated risks based on a person's risk tolerance and objectives. The professionals of The Benefits Group,  mission is to help clients take advantage of suitable opportunities by providing them with three key tools:

  • 1. A clear understanding of their financial goals
  • 2. A well-defined roadmap in pursuit of their goals
  • 3. Ongoing advice to help adjust their roadmap when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  These services are offered as Representaives of Lincoln Financial Securities.  We specialize in helping our clients develop a comprehensive financial strategy that fits their unique needs and enables them plan for both short- and long-term objectives.  On our Web site, you will 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 fill the gaps in your financial strategy.  You'll also find calculators that  can 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 services, or for more information on The Benefits Group, please contact us today.

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

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

More Calculators →

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

More Newsletters →

May 20, 2012 @ 07:27 PM

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