Benefits Design Group

Donald J Scaro, CLU
Helping Our Clients Achieve Their Goals and Desires

Benefits Design Group offers various financial services for personal and business needs that help clients shape their cherished dreams.  Simply stated, we offer plans for asset accumulation, protection and distribution.

It's Experience That Counts!

Let us help take the stress out of the details by providing personal service.

 

 

For Business... 401(k) and other retirement plans                   

Group health, dental & disability protection     

Income planning and deferred compensation    

Succession Planning and Buy-Sell agreements   

For Individuals...  Comprehensive overall risk management

Financial Strategies analysis

College funding plans  

Retirement and estate planning 

Customized health benefits

  • 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.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

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.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Be Careful About Cashing Out

When leaving a job, what you could do with the assets you’ve accumulated in your employer-sponsored retirement plan.

Are Your Beneficiaries Up-to-Date?

Now may be a good time to make sure that the beneficiaries in your will, insurance policies, and retirement accounts are current.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

More Newsletters →

May 06, 2015 @ 02:12 PM

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