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A Network of Services Independent First Helping Employers with the Challenge of Employee Benefits Multi-Generational Relationships
 

Caring at Our Core

Implementing and maintaining a comprehensive benefits package that is both competitive and cost-efficient requires creative strategizing and proactive management. For many business owners who are already juggling countless responsibilities, this can seem impossible. At Westchester Benefit Group, our goal is to help make the impossible possible by providing group benefit services to businesses of all sizes. Our team of advisors collaborates to craft plans that are right for you, your organization, and your employees.

We also offer comprehensive individual wealth management services and are motivated by helping others succeed. For more than 30 years, our goal of alleviating our clients’ financial stress so they can spend more time with the ones they love has never wavered. Contact us today to get started.

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Helpful Content

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Strategies For Managing Student Loan Debt

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Your Emergency Fund: How Much Is Enough?

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Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Using smart management to get more of what you want and free up assets to invest.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Principles of Preserving Wealth

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Do you have causes that you want to support with donations? Here are three tips.

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Smart investors take the time to separate emotion from fact.

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What are your options for investing in emerging markets?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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