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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

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Rightsizing for Retirement

What does your home really cost?

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