Warner Benefits, Inc.

Wealth Management & Employee Benefit Specialists

We have individuals who are licensed to sell insurance in the following jurisdiction: DE, NJ, & PA.

We have individuals who are registered to offer securities in the following states: CT, DC, DE, FL, GA, MA, MD, NC, NJ, OH, OR, PA, SC, TX and VA

We cannot communicate with, nor respond to requests from, users who reside in states where we are not licensed to conduct insurance or securities business

Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, Inc., member SIPC. Supervisory office: Stabler Corporate Center, 3773 Corporate Parkway, Suite 380, Center Valley, PA 18034, Phone 610-798-2500.

CRN201204-132927
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

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