Jeffrey R. Kenyon

1011 Route 22 Suite 104 Bridgewater, NJ 08807

Phone:

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Accumulation

Estimate the future value of your current savings.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.