Smart Benefit Group LLC

"Get Smart" about Senior Health and Retirement Planning Provide programs for those with special needs i.e. Diabetics, COPD, Congestive and Chronic Heart Failure.

Consulting clients in maximizing their health, life, dental, and vision insurance benefits in relation to premiums paid. Assist those with limited incomes to qualify for subsidy programs to offset the cost of insurance and prescription drugs.

5 Biggest Financial Disagreements of Couples - D***s Finance 10/21/2023

Have you ever had an argument about one of these five financial topics? If so, you're not alone.

5 Biggest Financial Disagreements of Couples - D***s Finance The 5 biggest financial disagreements of couples can be avoided if you talk about finances before marriage and are open to counseling.

Is financial stress hurting retirement savings? 4 in 10 workers with a 401(k) don't contribute, CNBC survey finds 10/18/2023

According to a recent survey, four in 10 respondents with a 401(k) are not contributing to it. Is financial strain hurting people's ability to retire comfortably in the future?

Is financial stress hurting retirement savings? 4 in 10 workers with a 401(k) don't contribute, CNBC survey finds A CNBC Your Money Survey found 74% of Americans feel financial stress, up from 70% in April. Financial strain makes it hard for many to fund a retirement plan.

How Much to Save for Your Kid's College [3 Tax-Smart Options] 10/15/2023

Many financial experts recommend saving for college as soon as a child is born. But how much does the average child need, and how much of that should parents expect to cover?

How Much to Save for Your Kid's College [3 Tax-Smart Options] College is expensive, so start saving early if you want to reach your college savings goals.

Are you financially prepared for parenthood? 10/12/2023

Becoming a parent is a big life event. That's why it's so important to ensure your finances are ready for the changes, challenges and perks that come with parenthood.

Are you financially prepared for parenthood? Consider double-checking these four aspects of your finances.

Sign Up for Updates 10/09/2023

Want to take control of your financial goals? The twice-monthly newsletter can help.

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5 financial misconceptions debunked | CNN Underscored 10/07/2023

Are you falling for any of these personal finance myths?

5 financial misconceptions debunked | CNN Underscored There are a lot of personal finance misconceptions out there — let’s debunk them.

Want Taxes to Be Easy? Work on Them Year Round, Not Last Minute. | Entrepreneur 10/04/2023

Do you wait until the last minute to file your taxes? Taking small steps to prepare your taxes throughout the year can help make tax season less of a hassle.

Want Taxes to Be Easy? Work on Them Year Round, Not Last Minute. | Entrepreneur The way to make your annual taxes a good experience is to do your work now instead of waiting until right before they're due. Here's why.

As pet insurance becomes more popular, pet owners fret about rising prices, denied claims and long waits for reimbursement 10/01/2023

Some see pet insurance as a no-brainer investment for their furry friends. However, as vet costs continue to rise, some think that insurance premiums have gotten out of hand.

As pet insurance becomes more popular, pet owners fret about rising prices, denied claims and long waits for reimbursement A leader in the field, Trupanion, told a New Jersey pet owner his premiums would not go up more than 20% a year. But now Trupanion says they may go up 33.6%.

Is single or joint life insurance right for you? 09/28/2023

Which is better for couples: maintaining two single life insurance policies, or getting a joint policy? Get a breakdown of each option to determine which might be right for you.

Is single or joint life insurance right for you? Learn the ins and outs of both options.

Three Smart Money Moves to Make This Fall 09/25/2023

By making these three financial moves, you can help ensure the rest of your year is smooth sailing.

Three Smart Money Moves to Make This Fall Now’s a great time to check in on investments, budgets and tax plans to make sure everything is on track for the rest of the year.

Should You Stop Using Paper Checks? 09/23/2023

An increase in mail theft is making many wonder whether writing a check is becoming an unsafe way to pay bills and transfer funds.

Should You Stop Using Paper Checks? Other forms of payment may be safer as mail theft and check-washing cases surge

Many young unmarried couples don’t split costs equally. Experts weigh in on what's 'fair' 09/20/2023

According to relationship and financial experts alike, couples should take a more personalized approach to splitting finances, as 50-50 may not always be fair.

Many young unmarried couples don’t split costs equally. Experts weigh in on what's 'fair' While most unmarried younger couples who live together don't split household expenses evenly, experts say equal spending is not always fair.

How Much Is Enough? 09/17/2023

Having enough for retirement looks different from person to person, and the amount can change throughout your lifetime. So how can you know how much you'll need?

How Much Is Enough? Experts’ retirement savings goals vary, as do savers’ retirement spending plans, so there is no 'right' number — but there are things you should consider

Retiring Well-Off? Potential Pitfalls to Know 09/14/2023

Being a middle- or upper-income earner doesn't make someone immune to financial risks in retirement. Learn the most common risks for high earners and how you can be prepared for them.

Retiring Well-Off? Potential Pitfalls to Know Read about three major retirement risks.

Finance News and Insights 09/11/2023

Stay in touch by signing up for the twice-monthly newsletter.

Finance News and Insights Sign up and stay tuned for this week's posts.

Health Costs to Consider As You Age - D***s Finance 09/09/2023

It's never too early to be financially prepared for age-related health costs that may arise and change as you get older.

Health Costs to Consider As You Age - D***s Finance Your health is a prized gem that determines the quality of life you’ll live. For your health to thrive into your senior citizen years, you must factor in matters of finance in your plans. While you’ll be eligible to access senior citizen health care services and other benefits, you can do more t...

When To Use Your Emergency Fund 09/06/2023

Setting some money aside as an emergency fund can be a lifesaver in a pinch. But when should you actually dip into those savings? Here are some example scenarios.

When To Use Your Emergency Fund Unexpected medical bills? Yes. Disney World? No.

Pros and Cons of Adding Alternative Investments to Diversify Your IRA 09/03/2023

It can be a smart move to diversify your investments through assets like real estate or private equity. However, it's important to weigh the potential benefits and drawbacks of each investment option.

Pros and Cons of Adding Alternative Investments to Diversify Your IRA The potential for higher returns from alternative investments such as real estate and private equity comes with some risks. Are they right for you?

5 Types of Retirement Annuities Explained 08/31/2023

Annuities are becoming an increasingly popular option for retirement planning. But which one is right for you? Here's a look at five different types of annuities.

5 Types of Retirement Annuities Explained Demystify your retirement options.

It's not the 1970s but stagflation is back in the picture | CNN Business 08/28/2023

There has been a lot of talk about inflation lately. But we may be missing the real issue creeping its way into the economy: stagflation.

It's not the 1970s but stagflation is back in the picture | CNN Business For the past two years, economists have been worrying about the risks of high inflation rates. But far less attention has been given to inflation’s sibling: stagflation.

What cooling inflation means for your Series I bonds 08/26/2023

Series I bonds were a sought-after investment for many individuals seeking to combat inflation. What can we expect from I bond rates now that inflation is cooling down?

What cooling inflation means for your Series I bonds As inflation cools, investors are weighing whether to buy or sell Series I bonds amid other competitive options for cash. Here's what you need to know.

What Women Need to Know About Life Insurance 08/23/2023

Did you know that fewer women own life insurance than men? Let's help change that by clearing up some common myths.

What Women Need to Know About Life Insurance Just 49% of women have life insurance. There are some misconceptions that prevent them from getting the coverage they need.

ACLI survey shows inflation increases retirement savings worries 08/20/2023

A survey conducted by ACLI shows that more Americans are considering annuities and other retirement options to help fight the effects of inflation on their savings.

ACLI survey shows inflation increases retirement savings worries Rising inflation has left most Americans with worries about saving enough for retirement, according to an ACLI survey

5 Ways to Defeat Boredom in Retirement 08/17/2023

Adjusting to a slower pace of life can be jolting for some. Luckily, there are a few strategies you can use to ease into retirement and maintain a sense of purpose.

5 Ways to Defeat Boredom in Retirement Explore new hobbies, destinations and more.

Tips & Insights for Your Financial Journey 08/14/2023

Subscribe to the twice-monthly newsletter for quick, easy-to-read content about retirement, personal finance, wealth management and more.

Tips & Insights for Your Financial Journey Sign up and stay tuned for this week's posts.

12 Low-Stress Jobs for Retirees 08/05/2023

Whether you'd like to continue to earn an income or simply enjoy having a productive routine, you don't have to give up working in retirement -- these jobs allow you to keep working with less stress.

12 Low-Stress Jobs for Retirees Find employment that aligns with your interests and keeps your life in balance during retirement.

30% of Americans say ‘tipping culture is out of control,' as some businesses agree to scrap tip prompts 08/02/2023

Many consumers are getting irritated by increasing demands for tips on various goods and services, as well as the impact they can have on their wallets. Some businesses are starting to take notice.

30% of Americans say ‘tipping culture is out of control,' as some businesses agree to scrap tip prompts 'Tip fatigue' doesn't begin to cover it, one expert says, causing some businesses to opt out of the payment systems with pre-determined options.

How to financially prep for 'boomerang kids,' or adult children living at home 07/30/2023

Over 40% of parents have adult children living at home. How can parents prepare for this possibility and help their children develop financial independence? These tips can help.

How to financially prep for 'boomerang kids,' or adult children living at home Here's a quick tip for parents who have adult kids living back at home with them, or so-called "boomerang kids."

4 Ways to Teach Kids & Teens About Building Credit 07/27/2023

Our credit scores can end up determining a lot of our financial freedom as adults. Luckily, you can start teaching children a healthy perspective on maintaining good credit long before they need it.

4 Ways to Teach Kids & Teens About Building Credit Learn practical tips for developing their financial literacy.

IRA options dependent on ‘how much time you have on your side’ before retirement: Expert 07/24/2023

IRAs can be a smart retirement savings option. But the right type of IRA for you can depend on a few factors, such as how far away you are from retiring.

IRA options dependent on ‘how much time you have on your side’ before retirement: Expert Silvur Founder and CEO Rhian Horgan joins Yahoo Finance Live to discuss tax season, the benefits of an IRA, and retirement planning options.

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2223 E Demoines Circle
Mesa, AZ
85213

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
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