Phone : (412) 366-6334

Financial Planning Solutions

Financial planning as a senior citizen can be quite a daunting task. Should I keep my money in the stock market? Should I get an annuity? Do I need to plan for long term care costs? These are all questions that seniors ask themselves often.

At B&B Benefits, we simplify this process for you. We work with multiple financial companies to provide objective advice and recommendations to our clients.

The first step in determining your options is simply asking yourself how you want to use your money/wealth in the future. The financial marketplace is more complex than it once was, and it’s not as easy as just shopping for the best interest rate anymore.

The video in the link below explains a very important concept called “Sequence of Returns". It explains how declining stock market can have a crucial impact in your retirement savings. View Video

Here are some specific areas of concern that senior citizens have with their financial planning. Please click on the links below for more specific information:

For more information, please contact Ian Bennett at (412) 901-7484 or click below to request a consultation.