Welcome to the Benefit Design Group website. We specialize in assisting all individuals and businesses. Our mission is to utilize our more than 100 years of combined experience to provide collaborative and inclusive creation of financial strategies with personal service. As experienced financial professionals, we provide our clients with the education and tools needed to help achieve their goals. We specialize in helping our business clients focus on what is most important to them - their business and employees.
Newsletters
-
Market Measures: Beyond the Dow
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
-
A Pension Strategy That May Boost Your Income
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
-
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
-
The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.