Executive Benefits Group

04/23/2026

Five financial mistakes that could negatively impact your kids: https://www.aarp.org/money/retirement/financial-retirement-estate-planning-mistakes-to-avoid/
These are good things to keep in mind as you prepare for your financial future.

Don’t let estate planning blunders, money secrets or other slipups create a rift.

04/18/2026

If you’re mulling over your list of assets, you may be trying to determine that trifecta question of how you can hold onto what you have in your name, have access to income, and still leave something as a legacy to your heirs. Read our blog to learn more: https://executivebenefitsgroupllc.com/assets/
Here to help!

04/16/2026

! The SSA has issued a warning not to trust suspicious emails that include a link to supposedly download your statement. Learn more here: https://oig.ssa.gov/scam-alerts/2025-04-01-beware-of-scam-emails-asking-to-download-statements/
We hope you found this helpful!

04/11/2026

Will you have to pay on your income?
If your provisional income exceeds $34,000 as an individual (or $44,000 as a couple filing jointly) up to 85% of your Social Security benefits could be taxable. If you’re looking for a potential way to offset this reduction, reach out to us–we may be able to help. However, it’s also important to consult a qualified tax preparer for topics like these.

04/09/2026

is a huge expense–how will you cover the cost? What do you need to know? You might find this article helpful: https://www.fool.com/retirement/healthcare-in-retirement/
Always here to help!

04/04/2026

Because it’s , we’ve been asked about how you can take advantage of the temporary senior tax deduction for the 2025 tax year. Learn more: https://executivebenefitsgroupllc.com/tax-deduction/

04/02/2026

If you're under 65 and intend to start soon, skyrocketing health care premiums might throw a wrench in the works. Learn more: https://www.kiplinger.com/retirement/retirement-planning/will-soaring-health-care-premiums-tank-your-early-retirement
Always here to help!

If you're under 65 and want to retire soon, your plan may be derailed by skyrocketing ACA marketplace premiums. Here's what you can do.

03/28/2026

tips for solo agers: https://www.aarp.org/money/retirement/solo-agers-retirement-planning/
Pave the way toward financial stability in your later years.

These steps can build financial security in your later years

03/26/2026

Peace of mind matters just as much as returns in . According to this article, more Americans are prioritizing stable, predictable income over market volatility, especially as they move towards retirement: https://retirement.news/jim-oberle-low-risk-investments-retirees-prefer-in-2025-because-they-prioritize-peace-of-mind-over-market-thrills/

Key Takeaways In 2025, retirees are leaning toward low-risk investments that provide stability, consistent income, and predictable outcomes rather than chas ...

03/21/2026

People tend to compare their finances to those of others. However, these comparisons rarely reveal the big picture of someone’s financial situation. Learn more: https://executivebenefitsgroupllc.com/comparisons/

When comparing your finances to that of others, keep in mind what really matters when preparing for your financial future.